Mc Grath & Associates, Inc. Dimensional ETF Tr Transaction History
Mc Grath & Associates, Inc.
- $67.3 Billion
- Q3 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 76,991 shares of DFAX stock, worth $2.46 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
76,991
Previous 63,181
21.86%
Holding current value
$2.46 Million
Previous $1.86 Billion
30.2%
% of portfolio
3.59%
Previous 3.02%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio