Buckingham Strategic Wealth
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Buckingham Strategic Wealth’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.2B Sell
37,304,289
-451,319
-1% -$14.2M 12.45% 1
2024
Q1 		$1.21B Buy
37,755,608
+256,172
+0.7% +$7.73M 12.73% 1
2023
Q4 		$1.1B Sell
37,499,436
-76,055
-0.2% -$2.06M 13.03% 1
2023
Q3 		$984M Buy
37,575,491
+350,032
+0.9% +$9.55M 13.94% 1
2023
Q2 		$1.01B Buy
37,225,459
+1,779,453
+5% +$45.9M 14.39% 1
2023
Q1 		$861M Hold
35,446,006
– – 15.65% 1
2022
Q4 		$861M Buy
35,446,006
+1,067,107
+3% +$26M 15.64% 1
2022
Q3 		$765M Buy
34,378,899
+163,750
+0.5% +$4.02M 15.61% 1
2022
Q2 		$797M Buy
34,215,149
+321,450
+0.9% +$8.14M 15.75% 1
2022
Q1 		$935M Sell
33,893,699
-188,143
-0.6% -$5.15M 18.42% 1
2021
Q4 		$987M Sell
34,081,842
-61,262
-0.2% -$1.73M 19.08% 1
2021
Q3 		$907M Buy
34,143,104
+1,352,940
+4% +$36.8M 18.58% 1
2021
Q2 		$885M Buy
+32,790,164
New +$871M 21.35% 1

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Buckingham Strategic Wealth's DFAC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.2% in Q2 2024, selling an estimated $14.2M and leaving 37,304,289 shares worth $1.2B. The position accounts for 12.45% of the portfolio, ranked #1.

Buckingham Strategic Wealth first reported a position in DFAC in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.21B in Q1 2024. 828 funds tracked by Wall St. Rank hold DFAC as of Q2 2024.

  • Buckingham Strategic Wealth held 37,304,289 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.2B as of Q2 2024.
  • Buckingham Strategic Wealth sold 451,319 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2024, an estimated $14.2M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 12.45% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #1 holding.
  • Buckingham Strategic Wealth first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 13 quarters since.
  • Buckingham Strategic Wealth's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.21B in Q1 2024.
  • 828 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.