Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 7,957,417 shares of DFUS stock, worth $502 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
7,957,417
Previous 7,655,694
3.94%
Holding current value
$502 Million
Previous $436 Million
7.35%
% of portfolio
5.21%
Previous 4.95%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
635Shares Held
122MCall Options Held
0Put Options Held
0-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.63MShares$229 Million0.54% of portfolio