Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $599 Billion
- Q4 2024
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 190,729 shares of DFAS stock, worth $11.7 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
190,729
Previous 141,041
35.23%
Holding current value
$11.7 Million
Previous $9.15 Billion
35.69%
% of portfolio
2.07%
Previous 1.9%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio