Mc Lean Asset Management Corp Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 251,654 shares of DFAT stock, worth $14.6 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
251,654
Previous 254,625
1.17%
Holding current value
$14.6 Million
Previous $13.1 Billion
5.95%
% of portfolio
4.19%
Previous 4.24%
Shares
14 transactions
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio