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 2,787,303 shares of DISV stock, worth $75.4 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
2,787,303
Previous 2,109,574
32.13%
Holding current value
$75.4 Million
Previous $54.4 Million
39.3%
% of portfolio
0.86%
Previous 0.7%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
245Shares Held
53.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$220 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$176 Million3.43% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$37.5 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35 Million1.22% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.12MShares$30.3 Million0.05% of portfolio