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 $97.3 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
$97.3 Million
Previous $74.2 Million
31.68%
% of portfolio
1.09%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$93.6 Million15.04% of portfolio