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 $644 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
$644 Million
Previous $593 Million
4.51%
% of portfolio
6.31%
Previous 6.73%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
741Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$747 Million4.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.1MShares$453 Million0.56% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$341 Million14.27% of portfolio