Buckingham Strategic Wealth, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,724,127 shares of DFAS stock, worth $175 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
2,724,127
Previous 2,726,444
0.08%
Holding current value
$175 Million
Previous $170 Million
3.71%
% of portfolio
1.82%
Previous 1.93%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.57MShares$166 Million3.94% of portfolio