Mc Lean Asset Management Corp Dimensional ETF Tr U S Core Eq Transaction History
Mc Lean Asset Management Corp
- $332 Billion
- Q3 2024
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 283,682 shares of DFAC stock, worth $10 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
283,682
Previous 281,639
0.73%
Holding current value
$10 Million
Previous $9.26 Billion
5.02%
% of portfolio
2.93%
Previous 2.99%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio