Buckingham Strategic Wealth, LLC Dimensional ETF Tr Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 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 11,533,051 shares of DFAX stock, worth $293 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
11,533,051
Previous 11,647,730
0.98%
Holding current value
$293 Million
Previous $284 Million
3.15%
% of portfolio
3.33%
Previous 3.64%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA5.21MShares$132 Million0.67% of portfolio