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 $11.5 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
190,729
Previous 141,041 35.23%
Holding current value
$11.5 Million
Previous $9.15 Billion 35.69%
% of portfolio
2.07%
Previous 1.9%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$63.58 - $71.15 $3.16 Million - $3.54 Million
49,688 Added 35.23%
190,729 $12.4 Billion
Q3 2024

Oct 10, 2024
SELL
$59.25 - $65.33 $2.26 Million - $2.49 Million
-38,087 Reduced 21.26%
141,041 $9.15 Billion
Q2 2024

Jul 18, 2024
BUY
$57.42 - $62.37 $363,698 - $395,051
6,334 Added 3.67%
179,128 $10.7 Billion
Q1 2024

Apr 18, 2024
SELL
$56.66 - $62.34 $358,884 - $394,861
-6,334 Reduced 3.54%
172,794 $10.8 Billion
Q4 2023

Jan 18, 2024
BUY
$48.83 - $60.51 $129,106 - $159,988
2,644 Added 1.5%
179,128 $10.7 Billion
Q3 2023

Oct 19, 2023
BUY
$51.84 - $57.67 $515,445 - $573,412
9,943 Added 5.97%
176,484 $9.26 Billion
Q2 2023

Jul 25, 2023
BUY
$49.85 - $54.8 $1.31 Million - $1.44 Million
26,344 Added 18.79%
166,541 $9.13 Billion
Q1 2023

Apr 20, 2023
BUY
$50.35 - $57.8 $2.29 Million - $2.63 Million
45,450 Added 47.97%
140,197 $7.39 Billion
Q4 2022

Feb 09, 2023
BUY
$47.77 - $54.73 $4.53 Million - $5.19 Million
94,747 New
94,747 $4.85 Billion

Others Institutions Holding DFAS

# of Institutions
782
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Mc Glone Suttner Wealth Management, Inc. Portfolio

Follow Mc Glone Suttner Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email