Mc Lean Asset Management Corp Dimensional ETF Tr U S Core Eq Transaction History
Mc Lean Asset Management Corp
- $292 Billion
- Q1 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 269,031 shares of DFAC stock, worth $8.71 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
269,031
Previous 262,687
2.42%
Holding current value
$8.71 Million
Previous $7.53 Billion
12.99%
% of portfolio
2.91%
Previous 2.82%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio