Mc Carthy Grittinger Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $363 Billion
- Q1 2025
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 795,438 shares of DFAC stock, worth $25.7 Million. This represents 7.23% of its overall portfolio holdings.
Number of Shares
795,438
Previous 797,137
0.21%
Holding current value
$25.7 Million
Previous $27.6 Billion
4.83%
% of portfolio
7.23%
Previous 7.52%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio