Mc Grath & Associates, Inc. DIMENSIONAL ETF TRUST Transaction History

Mc Grath & Associates, Inc.

  • $61.4 Billion
  • Q2 2025
Number of Shares
24,351
Previous 28,207 13.67%
Holding current value
$653 Million
Previous $741 Million 11.8%
% of portfolio
1.06%
Previous 1.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-3,856 Reduced 13.67%
24,351 $653 Million
Q1 2025

Apr 10, 2025
SELL
N/A
-1,070 Reduced 3.65%
28,207 $741 Million
Q4 2024

Feb 05, 2025
BUY
N/A
29,277 New
29,277 $748 Million
Track This Portfolio

Track Mc Grath & Associates, Inc. Portfolio

Follow Mc Grath & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Grath & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Grath & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email