Buckingham Strategic Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 1,215,861 shares of DFSV stock, worth $34.8 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
1,215,861
Previous 644,523
88.65%
Holding current value
$34.8 Million
Previous $18.8 Million
95.0%
% of portfolio
0.42%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.4 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.3 Million0.1% of portfolio