Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $487 Billion
- Q2 2024
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 12,642 shares of DFAT stock, worth $689,494. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,642
Previous 10,242
23.43%
Holding current value
$689,494
Previous $557 Million
18.67%
% of portfolio
0.14%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$777 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$678 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$471 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$409 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$264 Million2.47% of portfolio