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 $99.3 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
$99.3 Million
Previous $74.2 Million
31.68%
% of portfolio
1.09%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.59MShares$76.2 Million0.12% of portfolio