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 $1.3 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
$1.3 Billion
Previous $1.21 Billion
0.3%
% of portfolio
13.39%
Previous 13.69%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO13.1MShares$456 Million10.28% of portfolio