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 $191 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

$191 Million

Previous $170 Million 3.71%

% of portfolio

1.82%

Previous 1.93%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$57.42 - $62.37 $133,042 - $144,511	-2,317 Reduced 0.08%	2,724,127 $164 Million
Q1 2024 May 09, 2024	BUY	$56.66 - $62.34 $6.34 Million - $6.98 Million	111,901 Added 4.28%	2,726,444 $170 Million
Q4 2023 Feb 14, 2024	SELL	$48.83 - $60.51 $2.21 Million - $2.74 Million	-45,301 Reduced 1.7%	2,614,543 $156 Million
Q3 2023 Nov 13, 2023	SELL	$51.84 - $57.67 $514,615 - $572,490	-9,927 Reduced 0.37%	2,659,844 $140 Million
Q2 2023 Aug 11, 2023	BUY	$49.85 - $54.8 $2.56 Million - $2.82 Million	51,381 Added 1.96%	2,669,771 $146 Million
Q4 2022 Feb 13, 2023	SELL	$47.77 - $54.73 $1.25 Million - $1.43 Million	-26,112 Reduced 0.99%	2,618,390 $134 Million
Q3 2022 Nov 07, 2022	BUY	$46.47 - $55.84 $266,226 - $319,907	5,729 Added 0.22%	2,644,502 $123 Million
Q2 2022 Aug 12, 2022	BUY	$46.65 - $56.4 $3.07 Million - $3.71 Million	65,706 Added 2.55%	2,638,773 $127 Million
Q1 2022 May 10, 2022	SELL	$53.45 - $60.82 $1.5 Million - $1.7 Million	-28,011 Reduced 1.08%	2,573,067 $144 Million
Q4 2021 Feb 09, 2022	SELL	$56.67 - $63.93 $658,788 - $743,186	-11,625 Reduced 0.44%	2,601,078 $156 Million
Q3 2021 Nov 10, 2021	BUY	$54.69 - $59.43 $6.3 Million - $6.85 Million	115,178 Added 4.61%	2,612,703 $150 Million
Q2 2021 Aug 06, 2021	BUY	$56.37 - $58.95 $141 Million - $147 Million	2,497,525 New	2,497,525 $146 Million

Others Institutions Holding DFAS

# of Institutions

687

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Small C Transaction History