BSW
DFAS icon

Buckingham Strategic Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$164M Sell
2,724,127
-2,317
-0.1% -$139K 1.69% 12
2024
Q1 		$170M Buy
2,726,444
+111,901
+4% +$6.62M 1.79% 11
2023
Q4 		$156M Sell
2,614,543
-45,301
-2% -$2.43M 1.85% 12
2023
Q3 		$140M Sell
2,659,844
-9,927
-0.4% -$547K 1.98% 11
2023
Q2 		$146M Buy
2,669,771
+51,381
+2% +$2.68M 2.08% 10
2023
Q1 		$134M Hold
2,618,390
– – 2.44% 8
2022
Q4 		$134M Sell
2,618,390
-26,112
-1% -$1.34M 2.43% 8
2022
Q3 		$123M Buy
2,644,502
+5,729
+0.2% +$293K 2.51% 8
2022
Q2 		$127M Buy
2,638,773
+65,706
+3% +$3.41M 2.5% 8
2022
Q1 		$144M Sell
2,573,067
-28,011
-1% -$1.58M 2.84% 7
2021
Q4 		$156M Sell
2,601,078
-11,625
-0.4% -$702K 3.02% 7
2021
Q3 		$150M Buy
2,612,703
+115,178
+5% +$6.64M 3.08% 7
2021
Q2 		$146M Buy
+2,497,525
New +$145M 3.52% 5

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.08% in Q2 2024, selling an estimated $139K and leaving 2,724,127 shares worth $164M. The position accounts for 1.69% of the portfolio, ranked #12.

Buckingham Strategic Wealth first reported a position in DFAS in Q2 2021 and has held it in 13 quarters since. The position peaked at $170M in Q1 2024. 633 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

  • Buckingham Strategic Wealth held 2,724,127 shares of Dimensional US Small Cap ETF worth $164M as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,317 Dimensional US Small Cap ETF shares in Q2 2024, an estimated $139K.
  • Dimensional US Small Cap ETF made up 1.69% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #12 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 13 quarters since.
  • Buckingham Strategic Wealth's Dimensional US Small Cap ETF position peaked at $170M in Q1 2024.
  • 633 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2024.

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