Buckingham Strategic Partners Dimensional ETF Tr Short Durat Transaction History
Buckingham Strategic Partners
- $5.48 Billion
- Q4 2024
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Buckingham Strategic Partners holds 2,978,368 shares of DFSD stock, worth $140 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
2,978,368
Previous 2,023,289
47.2%
Holding current value
$140 Million
Previous $96.6 Million
44.55%
% of portfolio
2.55%
Previous 2.21%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
327Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$196 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio