Buckingham Strategic Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 14,427,184 shares of DFUV stock, worth $614 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
14,427,184
Previous 14,506,375
0.55%
Holding current value
$614 Million
Previous $593 Million
4.51%
% of portfolio
6.31%
Previous 6.73%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
644Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$789 Million6.58% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$463 Million0.65% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$325 Million14.27% of portfolio