Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 37,304,289 shares of DFAC stock, worth $1.36 Billion. This represents 13.39% of its overall portfolio holdings.
Number of Shares
37,304,289
Previous 37,755,608
1.2%
Holding current value
$1.36 Billion
Previous $1.21 Billion
0.3%
% of portfolio
13.39%
Previous 13.69%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,098Shares Held
816MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO16.4MShares$598 Million8.79% of portfolio