Buckingham Strategic Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$41.9M	Buy	1,413,867 +87,636	+7%	+$2.63M	0.43%	38
2024 Q1	$40.1M	Buy	1,326,231 +620,843	+88%	+$18M	0.42%	38
2023 Q4	$20.2M	Buy	705,388 +329,056	+87%	+$8.79M	0.24%	59
2023 Q3	$9.83M	Buy	376,332 +123,481	+49%	+$3.35M	0.14%	85
2023 Q2	$6.91M	Buy	252,851 +93,809	+59%	+$2.57M	0.1%	106
2023 Q1	$3.98M	Hold	159,042	–	–	0.07%	127
2022 Q4	$3.98M	Buy	159,042 +64,734	+69%	+$1.55M	0.07%	127
2022 Q3	$2.03M	Sell	94,308 -22,346	-19%	-$538K	0.04%	172
2022 Q2	$2.82M	Buy	116,654 +106,962	+1,104%	+$2.81M	0.06%	147
2022 Q1	$273K	Sell	9,692 -220	-2%	-$6.27K	0.01%	494
2021 Q4	$293K	Buy	+9,912	New	+$292K	0.01%	477

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CHP

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6.6% in Q2 2024, buying an estimated $2.63M and bringing the position to 1,413,867 shares worth $41.9M. The position accounts for 0.43% of the portfolio, ranked #38.

Buckingham Strategic Wealth first reported a position in DFAI in Q4 2021 and has held it in 11 quarters since. 501 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

Buckingham Strategic Wealth held 1,413,867 shares of Dimensional International Core Equity Market ETF worth $41.9M as of Q2 2024.
Buckingham Strategic Wealth bought 87,636 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $2.63M.
Dimensional International Core Equity Market ETF made up 0.43% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #38 holding.
Buckingham Strategic Wealth first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 11 quarters since.
501 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

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