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Buckingham Strategic Wealth, Llc

Portfolio Manager
Buckingham Strategic Wealth, Llc
Performance
0% (N/A)
AUM (13F)
$9.66B
# of Holdings
805
Performance Rank
N/A
Allocation (Top 20)
N/A

Buckingham Strategic Wealth, Llc Holdings Map

Top 50 Buckingham Strategic Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
12.45%37.30M$1.20B
-1.20%(-451.32K)
2023-Q2: 37.23M shares2023-Q3: 37.58M shares2023-Q4: 37.50M shares2024-Q1: 37.76M shares2024-Q2: 37.30M shares2024-06-30
DFAT
DIMENSIONAL ETF TRUST
6.68%12.44M$645.1M
-1.65%(-209.12K)
2023-Q2: 12.85M shares2023-Q3: 12.82M shares2023-Q4: 12.70M shares2024-Q1: 12.65M shares2024-Q2: 12.44M shares2024-06-30
BSVO
EA SERIES TRUST
6.15%29.16M$594.1M
+5.43%(+1.50M)
2023-Q2: 21.52M shares2023-Q3: 22.80M shares2023-Q4: 25.69M shares2024-Q1: 27.66M shares2024-Q2: 29.16M shares2024-06-30
DFUV
DIMENSIONAL ETF TRUST
5.86%14.43M$566.6M
-0.55%(-79.19K)
2023-Q2: 14.57M shares2023-Q3: 14.55M shares2023-Q4: 14.37M shares2024-Q1: 14.51M shares2024-Q2: 14.43M shares2024-06-30
DFUS
DIMENSIONAL ETF TRUST
4.85%7.96M$468.3M
+3.94%(+301.72K)
2023-Q2: 5.25M shares2023-Q3: 5.44M shares2023-Q4: 6.04M shares2024-Q1: 7.66M shares2024-Q2: 7.96M shares2024-06-30
ITOT
ISHARES TR
4.39%3.57M$423.9M
+11.82%(+377.23K)
2023-Q2: 1.61M shares2023-Q3: 1.88M shares2023-Q4: 2.59M shares2024-Q1: 3.19M shares2024-Q2: 3.57M shares2024-06-30
DFIV
DIMENSIONAL ETF TRUST
4.15%11.17M$401.4M
-1.02%(-115.42K)
2023-Q2: 11.29M shares2023-Q3: 11.52M shares2023-Q4: 11.03M shares2024-Q1: 11.29M shares2024-Q2: 11.17M shares2024-06-30
VGIT
VANGUARD SCOTTSDALE FDS
3.98%6.60M$384.5M
+9.57%(+576.79K)
2023-Q2: 4.32M shares2023-Q3: 4.70M shares2023-Q4: 5.31M shares2024-Q1: 6.03M shares2024-Q2: 6.60M shares2024-06-30
DFAX
DIMENSIONAL ETF TRUST
2.96%11.23M$285.6M
-2.59%(-298.92K)
2023-Q2: 11.51M shares2023-Q3: 11.50M shares2023-Q4: 11.65M shares2024-Q1: 11.53M shares2024-Q2: 11.23M shares2024-06-30
VTI
VANGUARD INDEX FDS
2.11%762.6K$204.0M
+0.58%(+4.42K)
2023-Q2: 634.6K shares2023-Q3: 690.9K shares2023-Q4: 751.6K shares2024-Q1: 758.2K shares2024-Q2: 762.6K shares2024-06-30

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