Mc Grath & Associates, Inc. Dimensional ETF Tr Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 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 25,310 shares of DFIV stock, worth $1.14 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
25,310
Previous 24,589
2.93%
Holding current value
$1.14 Million
Previous $968 Million
12.0%
% of portfolio
1.77%
Previous 1.77%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
752Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$954 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$899 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$504 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio