Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $481 Billion
- Q3 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 533,855 shares of DFIV stock, worth $20 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
533,855
Previous 558,304
4.38%
Holding current value
$20 Million
Previous $19.2 Billion
5.97%
% of portfolio
4.23%
Previous 3.94%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
531Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$548 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio