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 $18.9 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
533,855
Previous 558,304
4.38%
Holding current value
$18.9 Million
Previous $19.2 Billion
5.97%
% of portfolio
4.23%
Previous 3.94%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$670 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio