Buckingham Strategic Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$25.7M	Sell	993,107 -3,657	-0.4%	-$92.7K	0.27%	54
2024 Q1	$24.6M	Buy	996,764 +43,490	+5%	+$1.04M	0.26%	57
2023 Q4	$23M	Buy	953,274 +50,448	+6%	+$1.15M	0.27%	52
2023 Q3	$20.4M	Buy	902,826 +41,711	+5%	+$983K	0.29%	48
2023 Q2	$20.2M	Buy	861,115 +158,156	+22%	+$3.66M	0.29%	49
2023 Q1	$15.4M	Hold	702,959	–	–	0.28%	47
2022 Q4	$15.4M	Buy	702,959 +426,351	+154%	+$9.07M	0.28%	47
2022 Q3	$5.56M	Buy	276,608 +68,135	+33%	+$1.54M	0.11%	98
2022 Q2	$4.83M	Buy	208,473 +118,158	+131%	+$2.89M	0.1%	110
2022 Q1	$2.37M	Buy	90,315 +59,478	+193%	+$1.59M	0.05%	162
2021 Q4	$844K	Buy	30,837 +22,773	+282%	+$625K	0.02%	278
2021 Q3	$220K	Buy	+8,064	New	+$228K	﹤0.01%	543

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.37% in Q2 2024, selling an estimated $92.7K and leaving 993,107 shares worth $25.7M. The position accounts for 0.27% of the portfolio, ranked #54.

Buckingham Strategic Wealth first reported a position in DFAE in Q3 2021 and has held it in 12 quarters since. 434 funds tracked by Wall St. Rank hold DFAE as of Q2 2024.

Buckingham Strategic Wealth held 993,107 shares of Dimensional Emerging Core Equity Market ETF worth $25.7M as of Q2 2024.
Buckingham Strategic Wealth sold 3,657 Dimensional Emerging Core Equity Market ETF shares in Q2 2024, an estimated $92.7K.
Dimensional Emerging Core Equity Market ETF made up 0.27% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #54 holding.
Buckingham Strategic Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and has held it in 12 quarters since.
434 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2024.

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