Mc Lean Asset Management Corp Dimensional ETF Tr 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 stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 397,357 shares of DFIV stock, worth $18.5 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
397,357
Previous 399,840
0.62%
Holding current value
$18.5 Million
Previous $13.9 Billion
23.83%
% of portfolio
4.51%
Previous 4.58%
Shares
16 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio