Buckingham Strategic Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$286M	Sell	11,234,134 -298,917	-3%	-$7.64M	2.96%	9
2024 Q1	$293M	Sell	11,533,051 -114,679	-1%	-$2.81M	3.1%	9
2023 Q4	$284M	Buy	11,647,730 +142,853	+1%	+$3.27M	3.38%	8
2023 Q3	$259M	Sell	11,504,877 -8,160	-0.1%	-$191K	3.67%	7
2023 Q2	$268M	Buy	11,513,037 +369,357	+3%	+$8.6M	3.82%	6
2023 Q1	$241M	Hold	11,143,680	–	–	4.38%	5
2022 Q4	$241M	Buy	11,143,680 +577,510	+5%	+$12M	4.37%	5
2022 Q3	$200M	Sell	10,566,170 -106,255	-1%	-$2.26M	4.07%	7
2022 Q2	$229M	Sell	10,672,425 -39,949	-0.4%	-$930K	4.52%	6
2022 Q1	$267M	Sell	10,712,374 -125,582	-1%	-$3.18M	5.27%	5
2021 Q4	$283M	Buy	10,837,956 +84,969	+0.8%	+$2.22M	5.47%	5
2021 Q3	$278M	Buy	+10,752,987	New	+$285M	5.7%	5

Other funds holding DFAX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 2.6% in Q2 2024, selling an estimated $7.64M and leaving 11,234,134 shares worth $286M. The position accounts for 2.96% of the portfolio, ranked #9.

Buckingham Strategic Wealth first reported a position in DFAX in Q3 2021 and has held it in 12 quarters since. The position peaked at $293M in Q1 2024. 470 funds tracked by Wall St. Rank hold DFAX as of Q2 2024.

Buckingham Strategic Wealth held 11,234,134 shares of Dimensional World ex US Core Equity 2 ETF worth $286M as of Q2 2024.
Buckingham Strategic Wealth sold 298,917 Dimensional World ex US Core Equity 2 ETF shares in Q2 2024, an estimated $7.64M.
Dimensional World ex US Core Equity 2 ETF made up 2.96% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #9 holding.
Buckingham Strategic Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 12 quarters since.
Buckingham Strategic Wealth's Dimensional World ex US Core Equity 2 ETF position peaked at $293M in Q1 2024.
470 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2024.

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