Buckingham Strategic Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,077,571 shares of DFSD stock, worth $98.6 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
2,077,571
Previous 1,576,380
31.79%
Holding current value
$98.6 Million
Previous $74.2 Million
31.68%
% of portfolio
1.09%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
329Shares Held
65.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio