Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Dimensional Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $125 Million
- Q2 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 33,732 shares of DFIC stock, worth $1.07 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
33,732
Previous 54,866
38.52%
Holding current value
$1.07 Million
Previous $1.52 Million
31.19%
% of portfolio
0.84%
Previous 1.33%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio