Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 37,304,289 shares of DFAC stock, worth $1.31 Billion. This represents 13.39% of its overall portfolio holdings.
Number of Shares
37,304,289
Previous 37,755,608
1.2%
Holding current value
$1.31 Billion
Previous $1.21 Billion
0.3%
% of portfolio
13.39%
Previous 13.69%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO16.1MShares$566 Million10.16% of portfolio