Mc Lean Asset Management Corp Dimensional ETF Tr U S Core Eq Transaction History
Mc Lean Asset Management Corp
- $303 Billion
- Q1 2025
A detailed history of Mc Lean Asset Management Corp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 359,990 shares of DFAC stock, worth $12.5 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
359,990
Previous 280,105
28.52%
Holding current value
$12.5 Million
Previous $9.69 Billion
8.2%
% of portfolio
3.46%
Previous 2.91%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio