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 $735 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
$735 Million
Previous $688 Million
6.28%
% of portfolio
7.18%
Previous 7.81%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$833 Million0.66% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$553 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$365 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$292 Million1.74% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.86MShares$287 Million3.74% of portfolio