Buckingham Strategic Wealth, LLC Dimensional ETF Tr Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 11,234,134 shares of DFAX stock, worth $291 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
11,234,134
Previous 11,533,051
2.59%
Holding current value
$291 Million
Previous $293 Million
2.67%
% of portfolio
3.18%
Previous 3.33%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
579Shares Held
245MCall Options Held
2KPut Options Held
0-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$196 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$149 Million4.32% of portfolio