Buckingham Strategic Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 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 3,149,744 shares of DISV stock, worth $112 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
3,149,744
Previous 2,787,303
13.0%
Holding current value
$112 Million
Previous $75.8 Million
11.84%
% of portfolio
0.94%
Previous 0.86%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio
-
Ritholtz Wealth Management2.03MShares$72.2 Million1.5% of portfolio