Mc Carthy Asset Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mc Carthy Asset Management, Inc.
- $151 Million
- Q2 2024
A detailed history of Mc Carthy Asset Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mc Carthy Asset Management, Inc. holds 192,447 shares of DFAC stock, worth $6.57 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
192,447
Previous 196,875
2.25%
Holding current value
$6.57 Million
Previous $6.29 Million
1.37%
% of portfolio
4.1%
Previous 4.32%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio