BUCKINGHAM STRATEGIC WEALTH, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
8182 MARYLAND AVE. CLAYTON, MO 63105
As of the latest 13F report, the guru’s equity portfolio contained 612 stocks valued at a total of $5.06Bil. The top holdings were DFAC(15.75%), DFAT(9.40%), and DFUV(8.84%).
According to GuruFocus data, these were BUCKINGHAM STRATEGIC WEALTH, LLC’s top five trades of the quarter.
Dimensional US Marketwide Value ETF
The guru established a new position worth 14,157,334 shares in ARCA:DFUV, giving the stock a 8.84% weight in the equity portfolio. Shares traded for an average price of $33.27 during the quarter.
On 08/12/2022, Dimensional US Marketwide Value ETF traded for a price of $34.65 per share and a market cap of $8.19Bil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional US Marketwide Value ETF has a price-earnings ratio of 11.78 and a price-book ratio of 1.83.
Vanguard Short-Term Inflation-Protected Securities
During the quarter, BUCKINGHAM STRATEGIC WEALTH, LLC bought 374,868 shares of NAS:VTIP for a total holding of 1,682,191. The trade had a 0.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.9.
On 08/12/2022, Vanguard Short-Term Inflation-Protected Securities traded for a price of $49.99 per share and a market cap of $20.86Bil. The stock has returned 1.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core S&P Total U.S. Stock Market ETF
During the quarter, BUCKINGHAM STRATEGIC WEALTH, LLC bought 175,962 shares of ARCA:ITOT for a total holding of 854,539. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.05.
On 08/12/2022, iShares Core S&P Total U.S. Stock Market ETF traded for a price of $95.34 per share and a market cap of $44.20Bil. The stock has returned -5.26% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Total U.S. Stock Market ETF has a price-earnings ratio of 17.92 and a price-book ratio of 3.30.
Vanguard Total Stock Market ETF
During the quarter, BUCKINGHAM STRATEGIC WEALTH, LLC bought 77,845 shares of ARCA:VTI for a total holding of 488,644. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $205.06.
On 08/12/2022, Vanguard Total Stock Market ETF traded for a price of $214.94 per share and a market cap of $281.35Bil. The stock has returned -5.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 18.01 and a price-book ratio of 3.29.
Dimensional US Core Equity Market ETF
During the quarter, BUCKINGHAM STRATEGIC WEALTH, LLC bought 495,425 shares of ARCA:DFAU for a total holding of 692,853. The trade had a 0.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $28.67.
On 08/12/2022, Dimensional US Core Equity Market ETF traded for a price of $29.95 per share and a market cap of $2.60Bil. The stock has returned -2.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional US Core Equity Market ETF has a price-book ratio of 3.18.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
