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 $714 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
$714 Million
Previous $688 Million
6.28%
% of portfolio
7.18%
Previous 7.81%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
675Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$811 Million0.78% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$423 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$298 Million2.46% of portfolio
-
Pure Financial Advisors, LLC4.02MShares$230 Million5.26% of portfolio