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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$31.05 - $34.29 $56.9 Million - $62.8 Million	-1,832,027 Reduced 39.82%	2,768,235 $94.9 Billion
Q2 2024 Jul 18, 2024	BUY	$30.09 - $32.37 $33.5 Million - $36 Million	1,112,406 Added 31.89%	4,600,262 $134 Billion
Q1 2024 Apr 18, 2024	SELL	$28.62 - $31.95 $31.8 Million - $35.5 Million	-1,112,406 Reduced 24.18%	3,487,856 $111 Billion
Q4 2023 Jan 18, 2024	BUY	$24.91 - $29.38 $752,481 - $887,511	30,208 Added 0.66%	4,600,262 $134 Billion
Q3 2023 Oct 19, 2023	BUY	$26.05 - $28.22 $4.69 Million - $5.08 Million	180,023 Added 4.1%	4,570,054 $120 Billion
Q2 2023 Jul 25, 2023	BUY	$24.86 - $27.15 $8.85 Million - $9.66 Million	355,946 Added 8.82%	4,390,031 $119 Billion
Q1 2023 Apr 20, 2023	BUY	$24.18 - $26.58 $23.7 Million - $26.1 Million	981,353 Added 32.15%	4,034,085 $103 Billion
Q4 2022 Feb 09, 2023	BUY	$22.49 - $25.81 $68.7 Million - $78.8 Million	3,052,732 New	3,052,732 $74.1 Billion

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

717M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Mc Glone Suttner Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History