Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Dimensional Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 241,002 shares of DFIC stock, worth $6.79 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
241,002
Previous 225,257
6.99%
Holding current value
$6.79 Million
Previous $6.34 Million
1.72%
% of portfolio
4.79%
Previous 5.36%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio