BS
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BUCKINGHAM STRATEGIC WEALTH, LLC13F | |
| BUCKINGHAM STRATEGIC WEALTH, LLC | |
| Last update 2024-08-12 | 805 Stocks (55 new) |
| Value $9.66 Bil | Turnover 3 % |
BUCKINGHAM STRATEGIC WEALTH, L... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 37,304,289 | 1,202,690.3 | -1.20% | 12.450 | -0.15% | - | +18.17% | +7.50% | 36,018.1 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 12,437,755 | 645,146.3 | -1.65% | 6.680 | -0.12% | - | +18.33% | +2.85% | 11,244.3 | ||
BSVO |
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
| 29,161,409 | 594,085.0 | +5.43% | 6.150 | +0.32% | - | +21.29% | +1.23% | 1,615.6 | ||
DFUV | Dimensional US Marketwide Value ETF | 14,427,184 | 566,555.5 | -0.55% | 5.860 | -0.03% | - | +13.14% | +7.21% | 11,902.3 | ||
DFUS | Dimensional U.S. Equity ETF | 7,957,417 | 468,294.0 | +3.94% | 4.850 | +0.18% | - | +19.14% | +8.51% | 15,968.9 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 3,568,902 | 423,914.2 | +11.82% | 4.390 | +0.46% | - | +19.19% | +8.56% | 73,027.8 | ||
DFIV | Dimensional International Value ETF | 11,169,824 | 401,443.5 | -1.02% | 4.150 | -0.04% | - | +15.49% | +28.47% | 12,672.5 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 6,603,169 | 384,502.6 | +9.57% | 3.980 | +0.35% | - | +1.30% | +4.24% | 31,616.8 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 11,234,134 | 285,571.7 | -2.59% | 2.960 | -0.08% | - | +16.54% | +23.75% | 9,120.8 | ||
VTI | Vanguard Total Stock Market ETF | 762,645 | 204,015.2 | +0.58% | 2.110 | +0.01% | - | +18.95% | +8.50% | 478,431.4 |
BUCKINGHAM STRATEGIC WEALTH, LLC's Historical Top Holdings Breakdowns
BUCKINGHAM STRATEGIC WEALTH, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2024-06-30 | Add Add | +0.46% | 108.78 ($114.77) 119.23 | $138.81 | 20.95% | Add 11.82% | 3,568,902 | 377,230 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2024-06-30 | Add Add | +0.35% | 57.14 ($57.82) 58.53 | $59.32 | 2.59% | Add 9.57% | 6,603,169 | 576,791 | |
BSVO |
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
| 2024-06-30 | Add Add | +0.32% | 19.57 ($20.47) 21.23 | $21.92 | 7.08% | Add 5.43% | 29,161,409 | 1,502,159 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2024-06-30 | Add Add | +0.24% | 46.64 ($46.94) 47.15 | $47.90 | 2.05% | Add 31.79% | 2,077,571 | 501,191 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2024-06-30 | Add Add | +0.22% | 24.84 ($26.22) 27.2 | $30.71 | 17.12% | Add 24.66% | 3,959,902 | 783,290 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2024-06-30 | Add Add | +0.21% | 63.81 ($66.03) 68.36 | $83.21 | 26.02% | Add 13.94% | 2,580,173 | 315,602 | |
DFUS | Dimensional U.S. Equity ETF | 2024-06-30 | Add Add | +0.18% | 53.83 ($56.85) 59.14 | $68.83 | 21.07% | Add 3.94% | 7,957,417 | 301,723 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2024-06-30 | Add Add | +0.16% | 64.09 ($66.52) 68.74 | $77.95 | 17.18% | Add 11.54% | 2,301,998 | 238,110 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2024-06-30 | Reduce Reduce | -0.15% | 30.09 ($31.54) 32.37 | $36.98 | 17.25% | Reduce -1.2% | 37,304,289 | -451,319 | |
DFNM |
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
| 2024-06-30 | Add Add | +0.13% | 47.4 ($47.77) 48 | $47.18 | -1.24% | Add 29.49% | 1,196,198 | 272,408 |
BUCKINGHAM STRATEGIC WEALTH, LLC Total Holding History ($B)
BUCKINGHAM STRATEGIC WEALTH, LLC's Asset Allocation
BUCKINGHAM STRATEGIC WEALTH, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BUCKINGHAM STRATEGIC WEALTH, LLC's Hypothetical Growth since 2024-06-30
BUCKINGHAM STRATEGIC WEALTH, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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BUCKINGHAM STRATEGIC WEALTH, LLC's Holdings Heat Map
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BUCKINGHAM STRATEGIC WEALTH, LLC's Holdings Bubble Chart
BUCKINGHAM STRATEGIC WEALTH, LLC News
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