Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 12,646,874 shares of DFAT stock, worth $656 Million. This represents 7.81% of its overall portfolio holdings.
Number of Shares
12,646,874
Previous 12,695,192
0.38%
Holding current value
$656 Million
Previous $664 Million
3.62%
% of portfolio
7.81%
Previous 8.51%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.74MShares$194 Million6.39% of portfolio