McGlone Suttner Wealth Management, Inc. DFIV Holdings History
McGlone Suttner Wealth Management, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-06-30, McGlone Suttner Wealth Management, Inc. held 722,051.00 shares of Dimensional International Value ETF(DFIV), totaling $30.93 Mil. This investment constitutes 4.67% of their stock portfolio, and McGlone Suttner Wealth Management, Inc. now holds 0.26% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q4. And since then McGlone Suttner Wealth Management, Inc. has made 9 purchases of DFIV, at an average price of $31.93, for a total of 827,317.00 shares. In addition, there have been 2 sales at an average price of $36.86 for 105,266.00 shares. Based on historical transaction data and DFIV's current price of $43.05, McGlone Suttner Wealth Management, Inc.'s estimated gain on his DFIV holdings is $8.55 Mil, reflecting a 32.35% gain to date.
McGlone Suttner Wealth Management, Inc. DFIV ($43.05) Holding Chart
McGlone Suttner Wealth Management, Inc. DFIV ($43.05) 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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