Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 702,355 shares of DFIV stock, worth $27.9 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

702,355

Previous 533,855 31.56%

Holding current value

$27.9 Million

Previous $20.3 Billion 22.58%

% of portfolio

4.16%

Previous 4.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

631

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account

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