Buckingham Strategic Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 14,427,184 shares of DFUV stock, worth $603 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
14,427,184
Previous 14,506,375
0.55%
Holding current value
$603 Million
Previous $593 Million
4.51%
% of portfolio
6.31%
Previous 6.73%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
629Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$767 Million7.09% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$319 Million14.27% of portfolio