Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 708,766 shares of DFIV stock, worth $28.6 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
708,766
Previous 702,355 0.91%
Holding current value
$28.6 Million
Previous $24.9 Billion 11.95%
% of portfolio
4.58%
Previous 4.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
649
Shares Held
215M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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