Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $481 Billion
- Q3 2024
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 2,768,235 shares of DFAC stock, worth $101 Million. This represents 19.74% of its overall portfolio holdings.
Number of Shares
2,768,235
Previous 4,600,262
39.82%
Holding current value
$101 Million
Previous $134 Billion
29.41%
% of portfolio
19.74%
Previous 27.63%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio