Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 194,342 shares of DFAS stock, worth $11.3 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
194,342
Previous 190,729
1.89%
Holding current value
$11.3 Million
Previous $12.4 Billion
6.45%
% of portfolio
1.91%
Previous 2.07%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
804Shares Held
120MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$768 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$436 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$339 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$300 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$158 Million1.82% of portfolio