Mc Grath & Associates, Inc. Dimensional ETF Tr U S Target Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 18,852 shares of DFAT stock, worth $1.05 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
18,852
Previous 18,140
3.93%
Holding current value
$1.05 Million
Previous $934 Million
8.91%
% of portfolio
1.66%
Previous 1.7%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
787Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$786 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$521 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$344 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$276 Million1.74% of portfolio