Mc Carthy Grittinger Financial Group, LLC Dimensional ETF Tr Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $388 Billion
- Q2 2025
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 701,452 shares of DFAX stock, worth $21.2 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
701,452
Previous 709,799
1.18%
Holding current value
$21.2 Million
Previous $18.6 Billion
10.78%
% of portfolio
5.31%
Previous 5.12%
Shares
16 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio