McGlone Suttner Wealth Management, Inc. DFAC Holdings History
McGlone Suttner Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, McGlone Suttner Wealth Management, Inc. held 3.66 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $131.34 Mil. This investment constitutes 19.83% of their stock portfolio, and McGlone Suttner Wealth Management, Inc. now holds 0.38% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then McGlone Suttner Wealth Management, Inc. has made 9 purchases of DFAC, at an average price of $27.25, for a total of 6.61 Mil shares. In addition, there have been 2 sales at an average price of $31.96 for 2.94 Mil shares. Based on historical transaction data and DFAC's current price of $36.48, McGlone Suttner Wealth Management, Inc.'s estimated gain on his DFAC holdings is $47.68 Mil, reflecting a 26.48% gain to date.
McGlone Suttner Wealth Management, Inc. DFAC ($36.48) Holding Chart
McGlone Suttner Wealth Management, Inc. DFAC ($36.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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