StockDriftsStockDriftsTop 50 Buckingham Strategic Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.45% | 37.30M | $1.20B | -1.20%(-451.32K) | — | 2024-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.68% | 12.44M | $645.1M | -1.65%(-209.12K) | — | 2024-06-30 | |
| BSVO | EA SERIES TRUST | 6.15% | 29.16M | $594.1M | +5.43%(+1.50M) | — | 2024-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.86% | 14.43M | $566.6M | -0.55%(-79.19K) | — | 2024-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.85% | 7.96M | $468.3M | +3.94%(+301.72K) | — | 2024-06-30 | |
| ITOT | ISHARES TR | 4.39% | 3.57M | $423.9M | +11.82%(+377.23K) | — | 2024-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.15% | 11.17M | $401.4M | -1.02%(-115.42K) | — | 2024-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.98% | 6.60M | $384.5M | +9.57%(+576.79K) | — | 2024-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.96% | 11.23M | $285.6M | -2.59%(-298.92K) | — | 2024-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.11% | 762.6K | $204.0M | +0.58%(+4.42K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Buckingham Strategic Wealth, Llc reports $9.66B in US-listed equity holdings across 805 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (12.4%), DFAT (6.7%) and BSVO (6.2%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Buckingham Strategic Wealth, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Buckingham Strategic Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542421). View Buckingham Strategic Wealth, Llc’s 13F filings on SEC