Mc Grath & Associates, Inc. Dimensional ETF Tr U S Target Transaction History
Mc Grath & Associates, Inc.
- $67.3 Billion
- Q3 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 18,727 shares of DFAT stock, worth $1.07 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
18,727
Previous 18,852
0.66%
Holding current value
$1.07 Million
Previous $1.02 Billion
7.16%
% of portfolio
1.62%
Previous 1.66%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio