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 $590 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
$590 Million
Previous $593 Million
4.51%
% of portfolio
6.31%
Previous 6.73%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$312 Million14.27% of portfolio