Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 12,437,755 shares of DFAT stock, worth $685 Million. This represents 7.18% of its overall portfolio holdings.
Number of Shares
12,437,755
Previous 12,646,874
1.65%
Holding current value
$685 Million
Previous $688 Million
6.28%
% of portfolio
7.18%
Previous 7.81%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.76% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$493 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$396 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.82MShares$265 Million4.9% of portfolio