Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Dimensional Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $131 Million
- Q3 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 35,077 shares of DFIC stock, worth $1.17 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
35,077
Previous 33,732
3.99%
Holding current value
$1.17 Million
Previous $1.05 Million
9.73%
% of portfolio
0.88%
Previous 0.84%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio