Buckingham Strategic Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,077,571 shares of DFSD stock, worth $99.6 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
2,077,571
Previous 1,576,380
31.79%
Holding current value
$99.6 Million
Previous $74.2 Million
31.68%
% of portfolio
1.09%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
70.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio