Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 7,655,694 shares of DFUS stock, worth $451 Million. This represents 4.95% of its overall portfolio holdings.
Number of Shares
7,655,694
Previous 6,041,196
26.72%
Holding current value
$451 Million
Previous $313 Million
39.32%
% of portfolio
4.95%
Previous 4.01%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ2.75MShares$162 Million18.47% of portfolio