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 $302 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
$302 Million
Previous $293 Million
2.67%
% of portfolio
3.18%
Previous 3.33%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
606Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Geometric Wealth Advisors7.93MShares$213 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$211 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$155 Million4.32% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$149 Million21.04% of portfolio