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 $990,247. This represents 1.92% of its overall portfolio holdings.
Number of Shares
35,749Holding current value
$990,247% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
290Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio