Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 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 2,726,444 shares of DFAS stock, worth $164 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
2,726,444
Previous 2,614,543
4.28%
Holding current value
$164 Million
Previous $156 Million
9.04%
% of portfolio
1.93%
Previous 2.0%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
635Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$644 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$408 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$369 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$255 Million0.03% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK2.7MShares$162 Million2.49% of portfolio