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 1,654,643 shares of DFAU stock, worth $66.5 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
1,654,643
Previous 1,665,420
0.65%
Holding current value
$66.5 Million
Previous $60.9 Million
1.94%
% of portfolio
0.69%
Previous 0.69%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$194 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio