Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Dimensional Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $131 Million
- Q3 2025
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 35,077 shares of DFIC stock, worth $1.15 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
35,077
Previous 33,732
3.99%
Holding current value
$1.15 Million
Previous $1.05 Million
9.73%
% of portfolio
0.88%
Previous 0.84%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio