Mc Grath & Associates, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 12,480 shares of DFUV stock, worth $510,307. This represents 0.94% of its overall portfolio holdings.
Number of Shares
12,480
Previous 12,480
-0.0%
Holding current value
$510,307
Previous $511 Million
0.71%
% of portfolio
0.94%
Previous 1.03%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio