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 $12.4 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
261,178
Previous 246,512
5.95%
Holding current value
$12.4 Million
Previous $13.7 Billion
14.72%
% of portfolio
3.86%
Previous 4.12%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$667 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$589 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$424 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$341 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$243 Million2.33% of portfolio