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 $184 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
$184 Million
Previous $170 Million
3.71%
% of portfolio
1.82%
Previous 1.93%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
705Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$759 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$474 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$451 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$333 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.57MShares$174 Million3.94% of portfolio