Buckingham Strategic Wealth, LLC Dimensional ETF Tr Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 1,413,867 shares of DFAI stock, worth $52.4 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
1,413,867
Previous 1,326,231
6.61%
Holding current value
$52.4 Million
Previous $40.1 Million
4.67%
% of portfolio
0.47%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
715Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio