Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Mc Glone Suttner Wealth Management, Inc.

$609 Billion
Q1 2025

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 3,585,004 shares of DFAC stock, worth $124 Million. This represents 19.41% of its overall portfolio holdings.

Number of Shares

3,585,004

Previous 3,557,104 0.78%

Holding current value

$124 Million

Previous $123 Billion 3.88%

% of portfolio

19.41%

Previous 20.54%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$32.42 - $36.13 $904,518 - $1.01 Million	27,900 Added 0.78%	3,585,004 $118 Billion
Q4 2024 Jan 17, 2025	BUY	$33.92 - $36.6 $26.8 Million - $28.9 Million	788,869 Added 28.5%	3,557,104 $123 Billion
Q3 2024 Oct 10, 2024	SELL	$31.05 - $34.29 $56.9 Million - $62.8 Million	-1,832,027 Reduced 39.82%	2,768,235 $94.9 Billion
Q2 2024 Jul 18, 2024	BUY	$30.09 - $32.37 $33.5 Million - $36 Million	1,112,406 Added 31.89%	4,600,262 $134 Billion
Q1 2024 Apr 18, 2024	SELL	$28.62 - $31.95 $31.8 Million - $35.5 Million	-1,112,406 Reduced 24.18%	3,487,856 $111 Billion
Q4 2023 Jan 18, 2024	BUY	$24.91 - $29.38 $752,481 - $887,511	30,208 Added 0.66%	4,600,262 $134 Billion
Q3 2023 Oct 19, 2023	BUY	$26.05 - $28.22 $4.69 Million - $5.08 Million	180,023 Added 4.1%	4,570,054 $120 Billion
Q2 2023 Jul 25, 2023	BUY	$24.86 - $27.15 $8.85 Million - $9.66 Million	355,946 Added 8.82%	4,390,031 $119 Billion
Q1 2023 Apr 20, 2023	BUY	$24.18 - $26.58 $23.7 Million - $26.1 Million	981,353 Added 32.15%	4,034,085 $103 Billion
Q4 2022 Feb 09, 2023	BUY	$22.49 - $25.81 $68.7 Million - $78.8 Million	3,052,732 New	3,052,732 $74.1 Billion

Others Institutions Holding DFAC

# of Institutions

1,093

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Account

Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History