Mc Grath & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 2025
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 36,385 shares of DISV stock, worth $1.28 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
36,385
Previous 36,471
0.24%
Holding current value
$1.28 Million
Previous $1.06 Billion
12.75%
% of portfolio
1.95%
Previous 1.94%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
369Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$311 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$207 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$205 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$110 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$88.4 Million1.18% of portfolio