Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 3,557,104 shares of DFAC stock, worth $127 Million. This represents 20.54% of its overall portfolio holdings.
Number of Shares
3,557,104
Previous 2,768,235
28.5%
Holding current value
$127 Million
Previous $94.9 Billion
29.62%
% of portfolio
20.54%
Previous 19.74%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio