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Buckingham Strategic Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$62M Sell
1,654,643
-10,777
-0.6% -$392K 0.64% 27
2024
Q1 		$60.9M Sell
1,665,420
-21,224
-1% -$735K 0.64% 25
2023
Q4 		$56.1M Buy
1,686,644
+295,025
+21% +$9.16M 0.67% 22
2023
Q3 		$41.7M Buy
1,391,619
+106,272
+8% +$3.31M 0.59% 25
2023
Q2 		$39.8M Buy
1,285,347
+118,552
+10% +$3.48M 0.57% 24
2023
Q1 		$31.5M Hold
1,166,795
– – 0.57% 24
2022
Q4 		$31.5M Sell
1,166,795
-126,732
-10% -$3.44M 0.57% 24
2022
Q3 		$32.5M Buy
1,293,527
+600,674
+87% +$16.7M 0.66% 19
2022
Q2 		$18.3M Buy
692,853
+495,425
+251% +$14.2M 0.36% 36
2022
Q1 		$6.22M Buy
197,428
+177,392
+885% +$5.51M 0.12% 89
2021
Q4 		$661K Buy
20,036
+8,761
+78% +$281K 0.01% 316
2021
Q3 		$340K Buy
11,275
+440
+4% +$13.6K 0.01% 436
2021
Q2 		$327K Buy
+10,835
New +$320K 0.01% 448

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.65% in Q2 2024, selling an estimated $392K and leaving 1,654,643 shares worth $62M. The position accounts for 0.64% of the portfolio, ranked #27.

Buckingham Strategic Wealth first reported a position in DFAU in Q2 2021 and has held it in 13 quarters since. 385 funds tracked by Wall St. Rank hold DFAU as of Q2 2024.

  • Buckingham Strategic Wealth held 1,654,643 shares of Dimensional US Core Equity Market ETF worth $62M as of Q2 2024.
  • Buckingham Strategic Wealth sold 10,777 Dimensional US Core Equity Market ETF shares in Q2 2024, an estimated $392K.
  • Dimensional US Core Equity Market ETF made up 0.64% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #27 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 13 quarters since.
  • 385 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2024.

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