Mc Lean Asset Management Corp Dimensional ETF Tr U S Target Transaction History
Mc Lean Asset Management Corp
- $303 Billion
- Q1 2025
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 261,178 shares of DFAT stock, worth $13.7 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
261,178
Previous 246,512
5.95%
Holding current value
$13.7 Million
Previous $13.7 Billion
14.72%
% of portfolio
3.86%
Previous 4.12%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio