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 216,997 shares of DFIS stock, worth $5.33 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
216,997
Previous 199,309 8.87%
Holding current value
$5.33 Million
Previous $4.99 Million 7.01%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$24.08 - $25.86 $425,927 - $457,411
17,688 Added 8.87%
216,997 $5.34 Million
Q1 2024

May 09, 2024
BUY
$23.13 - $25.1 $2.41 Million - $2.62 Million
104,268 Added 109.71%
199,309 $4.99 Million
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $1.25 Million - $1.47 Million
60,816 Added 177.69%
95,041 $2.3 Million
Q3 2023

Nov 13, 2023
BUY
$21.81 - $23.89 $288,088 - $315,563
13,209 Added 62.85%
34,225 $750,000
Q2 2023

Aug 11, 2023
BUY
$22.26 - $23.55 $467,816 - $494,926
21,016 New
21,016 $479,000

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email