Mc Lean Asset Management Corp Dimensional ETF Tr U S Core Eq Transaction History
Mc Lean Asset Management Corp
- $381 Billion
- Q2 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 365,195 shares of DFAC stock, worth $14.2 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
365,195
Previous 359,990
1.45%
Holding current value
$14.2 Million
Previous $10.5 Billion
26.35%
% of portfolio
3.48%
Previous 3.46%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio