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 25,408 shares of DFIV stock, worth $1.22 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
25,408
Previous 25,310
0.39%
Holding current value
$1.22 Million
Previous $1.08 Billion
8.1%
% of portfolio
1.74%
Previous 1.77%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio