Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Target Call Options Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

747

Shares Held

168M

Call Options Held

500

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$777 Million
0.76% of portfolio
Forum Financial Management, LP Lombard, IL

8.94M
Shares

$494 Million
9.85% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$397 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$283 Million
2.33% of portfolio
Buckingham Strategic Partners Saint Louis, MO

4.82M
Shares

$266 Million
4.9% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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