Buckingham Strategic Wealth, LLC Dimensional ETF Tr Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 1,654,643 shares of DFAU stock, worth $69 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
1,654,643
Previous 1,665,420
0.65%
Holding current value
$69 Million
Previous $60.9 Million
1.94%
% of portfolio
0.69%
Previous 0.69%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio