Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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