Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 12,437,755 shares of DFAT stock, worth $708 Million. This represents 7.18% of its overall portfolio holdings.
Number of Shares
12,437,755
Previous 12,646,874
1.65%
Holding current value
$708 Million
Previous $688 Million
6.28%
% of portfolio
7.18%
Previous 7.81%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.66% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio
-
Savant Capital, LLC4.95MShares$282 Million1.74% of portfolio