Buckingham Strategic Wealth, LLC Dimensional ETF Tr Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 11,234,134 shares of DFAX stock, worth $343 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
11,234,134
Previous 11,533,051
2.59%
Holding current value
$343 Million
Previous $293 Million
2.67%
% of portfolio
3.18%
Previous 3.33%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
652Shares Held
253MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.02MShares$245 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$233 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$214 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$192 Million0.92% of portfolio
-
Monograph Wealth Advisors, LLC5.75MShares$176 Million22.06% of portfolio