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

667

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$820 Million
0.78% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$510 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$428 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$301 Million
2.46% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.59M
Shares

$208 Million
4.56% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.