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 $12.8 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
190,729
Previous 141,041
35.23%
Holding current value
$12.8 Million
Previous $9.15 Billion
35.69%
% of portfolio
2.07%
Previous 1.9%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
701Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$752 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$447 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio