Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,724,127 shares of DFAS stock, worth $183 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
2,724,127
Previous 2,726,444
0.08%
Holding current value
$183 Million
Previous $170 Million
3.71%
% of portfolio
1.82%
Previous 1.93%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
840Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.36 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$528 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$418 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$392 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$188 Million3.23% of portfolio