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Buckingham Strategic Wealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.85M Buy
219,250
+26,713
+14% +$574K 0.05% 145
2024
Q1 		$4.31M Buy
192,537
+59,970
+45% +$1.32M 0.05% 161
2023
Q4 		$3.01M Buy
132,567
+61,146
+86% +$1.25M 0.04% 189
2023
Q3 		$1.39M Buy
71,421
+2,627
+4% +$55.7K 0.02% 252
2023
Q2 		$1.48M Buy
68,794
+25,456
+59% +$538K 0.02% 248
2023
Q1 		$917K Hold
43,338
– – 0.02% 282
2022
Q4 		$917K Buy
+43,338
New +$918K 0.02% 283

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 14% in Q2 2024, buying an estimated $574K and bringing the position to 219,250 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #145.

Buckingham Strategic Wealth first reported a position in DFAR in Q4 2022 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold DFAR as of Q2 2024.

  • Buckingham Strategic Wealth held 219,250 shares of Dimensional US Real Estate ETF worth $4.85M as of Q2 2024.
  • Buckingham Strategic Wealth bought 26,713 Dimensional US Real Estate ETF shares in Q2 2024, an estimated $574K.
  • Dimensional US Real Estate ETF made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #145 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2024.

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