Mc Lean Asset Management Corp Dimensional ETF Tr U S Target Transaction History
Mc Lean Asset Management Corp
- $333 Billion
- Q4 2024
A detailed history of Mc Lean Asset Management Corp transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 246,512 shares of DFAT stock, worth $14.1 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
246,512
Previous 251,654
2.04%
Holding current value
$14.1 Million
Previous $13.9 Billion
1.24%
% of portfolio
4.12%
Previous 4.19%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio