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 3,149,744 shares of DISV stock, worth $83.5 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
3,149,744
Previous 2,787,303
13.0%
Holding current value
$83.5 Million
Previous $75.8 Million
11.84%
% of portfolio
0.94%
Previous 0.86%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.19MShares$31.5 Million0.05% of portfolio