Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $140 Million
- Q4 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 17,417 shares of DFAX stock, worth $557,518. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,417
Previous 20,136
13.5%
Holding current value
$557,518
Previous $631,000
11.73%
% of portfolio
0.4%
Previous 0.48%
Shares
18 transactions
Others Institutions Holding DFAX
# of Institutions
676Shares Held
259MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio