EdgeMarket › What Buckingham Strategic Wealth, Llc reported owning
What Buckingham Strategic Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2024-06-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
9.7BPositions
805Quarter
2024-06-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.2B | 12.4% | 37.3M | 45.61 | +22.8% |
| DFAT Dimensional U.S. Targeted Value ETF | 645.1M | 6.7% | 12.4M | 71.67 | +26.9% |
| BSVO EA Bridgeway Omni Small-Cap Value ETF | 594.1M | 6.1% | 29.2M | 29.62 | +36.7% |
| DFUV Dimensional US Marketwide Value ETF | 566.6M | 5.9% | 14.4M | 57.43 | +31.9% |
| DFUS Dimensional U.S. Equity Market ETF | 468.3M | 4.8% | 8.0M | 83.64 | +20.8% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 423.9M | 4.4% | 3.6M | 167.97 | +20.5% |
| DFIV Dimensional International Value ETF | 401.4M | 4.2% | 11.2M | 58.31 | +27.8% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 384.5M | 4.0% | 6.6M | 58.31 | -2.3% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 285.6M | 3.0% | 11.2M | 38.16 | +24.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 204.0M | 2.1% | 762.6K | 378.24 | +20.5% |
| AVDV Avantis International Small Cap Value ETF | 167.6M | 1.7% | 2.6M | 111.95 | +32.8% |
| DFAS Dimensional U.S. Small Cap ETF | 163.7M | 1.7% | 2.7M | 83.02 | +25.5% |
| AVUV Avantis U.S. Small Cap Value ETF | 155.2M | 1.6% | 1.7M | 126.45 | +33.2% |
| IDEV iShares Core MSCI International Developed Mark | 151.1M | 1.6% | 2.3M | 93.31 | +18.6% |
| AAPL Apple Inc. | 125.6M | 1.3% | 596.5K | 309.35 | +36.9% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 116.5M | 1.2% | 2.4M | 49.79 | -1.1% |
| IVV iShares Core S&P 500 ETF | 114.8M | 1.2% | 209.8K | 769.31 | +20.0% |
| BSV Vanguard Short-Term Bond ETF | 111.6M | 1.2% | 1.5M | 77.57 | -1.4% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 105.8M | 1.1% | 4.0M | 39.93 | +29.9% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 97.6M | 1.0% | 2.1M | 47.31 | -1.5% |
| MSFT MICROSOFT CORP | 89.8M | 0.9% | 200.9K | 483.24 | -4.4% |
| DISV Dimensional International Small Cap Value ETF | 84.7M | 0.9% | 3.1M | 44.49 | +28.9% |
| DUHP Dimensional US High Profitability ETF | 67.2M | 0.7% | 2.1M | 42.41 | +15.6% |
| META Meta Platforms, Inc. | 67.0M | 0.7% | 132.9K | 549.90 | -26.5% |
| VEA Vanguard FTSE Developed Markets ETF | 63.8M | 0.7% | 1.3M | 73.42 | +24.7% |
| AMZN AMAZON COM INC | 63.8M | 0.7% | 330.2K | 258.63 | +15.6% |
| DFAU Dimensional US Core Equity Market ETF | 62.0M | 0.6% | 1.7M | 53.06 | +21.1% |
| IEMG iShares Core MSCI Emerging Markets ETF | 61.8M | 0.6% | 1.2M | 81.57 | +31.9% |
| DFGR Dimensional Global Real Estate ETF | 60.3M | 0.6% | 2.4M | 29.46 | +8.5% |
| DFNM Dimensional National Municipal Bond ETF | 57.1M | 0.6% | 1.2M | 47.57 | +0.5% |
| DIHP Dimensional International High Profitability E | 55.2M | 0.6% | 2.1M | 35.74 | +18.9% |
| EFV iShares MSCI EAFE Value ETF | 50.4M | 0.5% | 950.9K | 82.23 | +21.4% |
| GOOGL Alphabet Inc. | 50.1M | 0.5% | 274.9K | 344.82 | +73.0% |
| IEI iShares 3-7 Year Treasury Bond ETF | 48.3M | 0.5% | 418.4K | 116.41 | -2.1% |
| unmapped CUSIP 084670702 | 44.9M | 0.5% | 110.3K | — | — |
| GOOG Alphabet Inc. | 43.1M | 0.4% | 235.1K | 341.75 | +70.7% |
| DFSV Dimensional US Small Cap Value ETF | 42.7M | 0.4% | 1.5M | 40.29 | +30.3% |
| DFAI Dimensional International Core Equity Market E | 41.9M | 0.4% | 1.4M | 43.35 | +21.1% |
| IWF iShares Russell 1000 Growth Fund | 39.8M | 0.4% | 109.1K | 122.39 | +11.2% |
| SPY SPDR S&P 500 ETF TRUST | 39.2M | 0.4% | 72.1K | 765.72 | +20.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 37.8M | 0.4% | 207.1K | 249.18 | +22.7% |
| NVDA NVIDIA CORP | 36.9M | 0.4% | 299.0K | 214.72 | +22.4% |
| CASS CASS INFORMATION SYSTEMS INC | 33.6M | 0.3% | 838.2K | 56.40 | +33.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 33.5M | 0.3% | 765.2K | 60.45 | +17.7% |
| VXUS Vanguard Total International Stock ETF | 33.2M | 0.3% | 550.8K | 87.71 | +22.7% |
| DFIC Dimensional International Core Equity 2 ETF | 33.1M | 0.3% | 1.3M | 39.41 | +22.0% |
| GBTC Grayscale Bitcoin Trust ETF | 32.1M | 0.3% | 602.9K | 59.63 | -33.6% |
| PG PROCTER & GAMBLE Co | 30.6M | 0.3% | 185.5K | 144.68 | -9.3% |
| VOO Vanguard S&P 500 ETF | 30.4M | 0.3% | 60.7K | 703.71 | +20.0% |
| AVUS Avantis U.S. Equity ETF | 30.3M | 0.3% | 336.4K | 130.59 | +25.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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