Mc Grath & Associates, Inc. Dimensional ETF Tr Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 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 24,589 shares of DFIV stock, worth $1.1 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
24,589
Previous 24,990
1.6%
Holding current value
$1.1 Million
Previous $887 Million
9.16%
% of portfolio
1.77%
Previous 1.79%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio