Mc Carthy Grittinger Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $366 Billion
- Q4 2024
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 797,137 shares of DFAC stock, worth $28.4 Million. This represents 7.52% of its overall portfolio holdings.
Number of Shares
797,137
Previous 339,457
134.83%
Holding current value
$28.4 Million
Previous $11.6 Billion
136.88%
% of portfolio
7.52%
Previous 3.41%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio