Mc Clarren Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Clarren Financial Advisors, Inc.
- $143 Million
- Q2 2024
A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 604 shares of DFSV stock, worth $17,624. This represents 0.53% of its overall portfolio holdings.
Number of Shares
604
Previous 20,003
96.98%
Holding current value
$17,624
Previous $603,000
24.88%
% of portfolio
0.53%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
316Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$239 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$143 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$136 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$80.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$73.3 Million0.78% of portfolio