Mc Grath & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 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 36,471 shares of DISV stock, worth $1.24 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
36,471
Previous 35,749
2.02%
Holding current value
$1.24 Million
Previous $950 Million
11.81%
% of portfolio
1.94%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$303 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$201 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$199 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86 Million1.18% of portfolio