Mc Grath & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 39,101 shares of DFIC stock, worth $1.08 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
39,101
Previous 42,227
7.4%
Holding current value
$1.08 Million
Previous $1.09 Billion
0.51%
% of portfolio
1.98%
Previous 2.2%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
445Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio