Mc Grath & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Grath & Associates, Inc.
- $49.5 Billion
- Q4 2024
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 42,227 shares of DFIC stock, worth $1.2 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
42,227Holding current value
$1.2 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio