Mc Carthy Asset Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mc Carthy Asset Management, Inc.
- $119 Million
- Q1 2025
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 163,668 shares of DFAC stock, worth $5.98 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
163,668
Previous 166,785
1.87%
Holding current value
$5.98 Million
Previous $5.77 Million
6.43%
% of portfolio
4.54%
Previous 4.75%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,096Shares Held
815MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio