Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $533 Billion
- Q1 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 3,487,856 shares of DFAC stock, worth $111 Million. This represents 20.9% of its overall portfolio holdings.
Number of Shares
3,487,856
Previous 4,600,262
24.18%
Holding current value
$111 Million
Previous $134 Billion
17.13%
% of portfolio
20.9%
Previous 26.58%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
836Shares Held
678MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.65 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.44 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.26 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.2 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$555 Million0.3% of portfolio