Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $715 Billion
- Q3 2025
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 202,856 shares of DFAS stock, worth $13.9 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
202,856
Previous 199,638
1.61%
Holding current value
$13.9 Million
Previous $12.7 Billion
9.19%
% of portfolio
1.94%
Previous 1.92%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
856Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio