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 $1.4 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
$1.4 Billion
Previous $1.21 Billion
0.3%
% of portfolio
13.39%
Previous 13.69%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,131Shares Held
830MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.12 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO15.6MShares$584 Million7.94% of portfolio