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 11,169,824 shares of DFIV stock, worth $535 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares

11,169,824

Previous 11,285,243 1.02%

Holding current value

$535 Million

Previous $415 Million 3.2%

% of portfolio

4.47%

Previous 4.71%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$35.5 - $38.02 $4.1 Million - $4.39 Million	-115,419 Reduced 1.02%	11,169,824 $401 Million
Q1 2024 May 09, 2024	BUY	$33.15 - $36.75 $8.6 Million - $9.53 Million	259,293 Added 2.35%	11,285,243 $415 Million
Q4 2023 Feb 14, 2024	SELL	$30.86 - $34.46 $15.2 Million - $17 Million	-492,813 Reduced 4.28%	11,025,950 $379 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $7.27 Million - $7.79 Million	226,421 Added 2.01%	11,518,763 $376 Million
Q2 2023 Aug 11, 2023	BUY	$31.45 - $33.77 $14.5 Million - $15.5 Million	459,630 Added 4.24%	11,292,342 $371 Million

Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $12.2 Million - $14.7 Million	471,987 Added 4.56%	10,832,712 $329 Million
Q3 2022 Nov 07, 2022	BUY	$25.71 - $30.57 $1.74 Million - $2.07 Million	67,554 Added 0.66%	10,360,725 $267 Million
Q2 2022 Aug 12, 2022	BUY	$28.66 - $33.84 $9.22 Million - $10.9 Million	321,834 Added 3.23%	10,293,171 $297 Million
Q1 2022 May 10, 2022	BUY	$30.75 - $35.49 $1.85 Million - $2.13 Million	60,053 Added 0.61%	9,971,337 $334 Million
Q4 2021 Feb 09, 2022	BUY	$31.61 - $34.21 $6.61 Million - $7.16 Million	209,160 Added 2.16%	9,911,284 $325 Million
Q3 2021 Nov 10, 2021	BUY	$32.25 - $33.65 $313 Million - $326 Million	9,702,124 New	9,702,124 $318 Million

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Buckingham Strategic Wealth, LLC Dimensional ETF Tr Transaction History