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 11,169,824 shares of DFIV stock, worth $395 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares
11,169,824
Previous 11,285,243 1.02%
Holding current value
$395 Million
Previous $415 Million 3.2%
% of portfolio
4.47%
Previous 4.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$35.5 - $38.02 $4.1 Million - $4.39 Million
-115,419 Reduced 1.02%
11,169,824 $401 Million
Q1 2024

May 09, 2024
BUY
$33.15 - $36.75 $8.6 Million - $9.53 Million
259,293 Added 2.35%
11,285,243 $415 Million
Q4 2023

Feb 14, 2024
SELL
$30.86 - $34.46 $15.2 Million - $17 Million
-492,813 Reduced 4.28%
11,025,950 $379 Million
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $7.27 Million - $7.79 Million
226,421 Added 2.01%
11,518,763 $376 Million
Q2 2023

Aug 11, 2023
BUY
$31.45 - $33.77 $14.5 Million - $15.5 Million
459,630 Added 4.24%
11,292,342 $371 Million
Q4 2022

Feb 13, 2023
BUY
$25.88 - $31.1 $12.2 Million - $14.7 Million
471,987 Added 4.56%
10,832,712 $329 Million
Q3 2022

Nov 07, 2022
BUY
$25.71 - $30.57 $1.74 Million - $2.07 Million
67,554 Added 0.66%
10,360,725 $267 Million
Q2 2022

Aug 12, 2022
BUY
$28.66 - $33.84 $9.22 Million - $10.9 Million
321,834 Added 3.23%
10,293,171 $297 Million
Q1 2022

May 10, 2022
BUY
$30.75 - $35.49 $1.85 Million - $2.13 Million
60,053 Added 0.61%
9,971,337 $334 Million
Q4 2021

Feb 09, 2022
BUY
$31.61 - $34.21 $6.61 Million - $7.16 Million
209,160 Added 2.16%
9,911,284 $325 Million
Q3 2021

Nov 10, 2021
BUY
$32.25 - $33.65 $313 Million - $326 Million
9,702,124 New
9,702,124 $318 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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