Buckingham Strategic Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 1,258,776 shares of DFIC stock, worth $33.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,258,776
Previous 1,107,448
13.66%
Holding current value
$33.2 Million
Previous $29.6 Million
11.71%
% of portfolio
0.37%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$712 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$679 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio