Mc Grath & Associates, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 73,062 shares of DFAC stock, worth $2.53 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
73,062
Previous 48,769
49.81%
Holding current value
$2.53 Million
Previous $1.69 Billion
42.88%
% of portfolio
4.4%
Previous 3.41%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio