Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr Transaction History

Mc Glone Suttner Wealth Management, Inc.

$662 Billion
Q2 2025

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 722,051 shares of DFIV stock, worth $31.3 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares

722,051

Previous 708,766 1.87%

Holding current value

$31.3 Million

Previous $27.9 Billion 10.86%

% of portfolio

4.67%

Previous 4.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$34.67 - $43.21 $460,590 - $574,044	13,285 Added 1.87%	722,051 $30.9 Billion
Q1 2025 Apr 29, 2025	BUY	$35.33 - $40.77 $226,500 - $261,376	6,411 Added 0.91%	708,766 $27.9 Billion
Q4 2024 Jan 17, 2025	BUY	$34.86 - $37.97 $5.87 Million - $6.4 Million	168,500 Added 31.56%	702,355 $24.9 Billion
Q3 2024 Oct 10, 2024	SELL	$34.66 - $38.38 $847,402 - $938,352	-24,449 Reduced 4.38%	533,855 $20.3 Billion
Q2 2024 Jul 18, 2024	SELL	$35.5 - $38.02 $2.87 Million - $3.07 Million	-80,817 Reduced 12.65%	558,304 $19.2 Billion
Q1 2024 Apr 18, 2024	BUY	$33.15 - $36.75 $2.68 Million - $2.97 Million	80,817 Added 14.48%	639,121 $23.5 Billion
Q4 2023 Jan 18, 2024	BUY	$30.86 - $34.46 $1.4 Million - $1.57 Million	45,444 Added 8.86%	558,304 $19.2 Billion
Q3 2023 Oct 19, 2023	BUY	$32.1 - $34.42 $537,129 - $575,949	16,733 Added 3.37%	512,860 $16.7 Billion
Q2 2023 Jul 25, 2023	BUY	$31.45 - $33.77 $934,599 - $1 Million	29,717 Added 6.37%	496,127 $16.3 Billion
Q1 2023 Apr 20, 2023	BUY	$30.43 - $33.38 $1.16 Million - $1.27 Million	38,118 Added 8.9%	466,410 $15 Billion
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $11.1 Million - $13.3 Million	428,292 New	428,292 $13 Billion

Others Institutions Holding DFIV

# of Institutions

714

Shares Held

231M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr Transaction History