Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 2,768,235 shares of DFAC stock, worth $95.9 Million. This represents 19.74% of its overall portfolio holdings.
Number of Shares
2,768,235
Previous 4,600,262
39.82%
Holding current value
$95.9 Million
Previous $134 Billion
29.41%
% of portfolio
19.74%
Previous 27.63%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
717MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio