Buckingham Strategic Wealth, LLC 13F Holdings · last filed Q2 2024
Buckingham Strategic Wealth, LLC reported 765 securities worth $9.66B in its SEC 13F filing for Q2 2024 (period ended 2024-06-30). Top holdings: DFAC (12.45%), DFAT (6.68%), BSVO (6.15%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $1.20B | 12.45% | 37.3M | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $645.1M | 6.68% | 12.4M | Trimmed |
| 3 | BSVO | EA SERIES TRUST | $594.1M | 6.15% | 29.2M | Added |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $566.6M | 5.86% | 14.4M | Trimmed |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $468.3M | 4.85% | 8.0M | Added |
| 6 | ITOT | ISHARES TR | $423.9M | 4.39% | 3.6M | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $401.4M | 4.15% | 11.2M | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $384.5M | 3.98% | 6.6M | Added |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $285.6M | 2.96% | 11.2M | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $204.0M | 2.11% | 762,645 | Added |
| 11 | AVDV | AMERICAN CENTY ETF TR | $167.6M | 1.73% | 2.6M | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $163.7M | 1.69% | 2.7M | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $155.2M | 1.61% | 1.7M | Trimmed |
| 14 | IDEV | ISHARES TR | $151.1M | 1.56% | 2.3M | Added |
| 15 | AAPL | APPLE INC | $125.6M | 1.30% | 596,731 | Trimmed |
| 16 | VTIP | VANGUARD MALVERN FDS | $116.5M | 1.21% | 2.4M | Added |
| 17 | IVV | ISHARES TR | $114.8M | 1.19% | 209,830 | Trimmed |
| 18 | BSV | VANGUARD BD INDEX FDS | $111.6M | 1.16% | 1.5M | Trimmed |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $105.8M | 1.10% | 4.0M | Added |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $97.6M | 1.01% | 2.1M | Added |
| 21 | MSFT | MICROSOFT CORP | $89.8M | 0.93% | 200,965 | Added |
| 22 | DISV | DIMENSIONAL ETF TRUST | $84.7M | 0.88% | 3.1M | Added |
| 23 | DUHP | DIMENSIONAL ETF TRUST | $67.2M | 0.70% | 2.1M | Added |
| 24 | META | META PLATFORMS INC | $67.0M | 0.69% | 132,946 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $63.8M | 0.66% | 330,828 | Added |
Source: SEC Form 13F filings · as of 2024-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR