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 35,749 shares of DISV stock, worth $1.06 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
35,749Holding current value
$1.06 Million% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio