Buckingham Strategic Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 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 14,506,375 shares of DFUV stock, worth $570 Million. This represents 6.73% of its overall portfolio holdings.
Number of Shares
14,506,375
Previous 14,367,598
0.97%
Holding current value
$570 Million
Previous $535 Million
10.95%
% of portfolio
6.73%
Previous 6.85%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$300 Million14.27% of portfolio