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 2,099,693 shares of DUHP stock, worth $70.6 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
2,099,693
Previous 1,860,862
12.83%
Holding current value
$70.6 Million
Previous $58.8 Million
14.19%
% of portfolio
0.75%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.29 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.2 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$274 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$232 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$231 Million4.6% of portfolio