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Buckingham Strategic Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5.58M Sell
134,433
-30,818
-19% -$1.28M 0.06% 136
2024
Q1 		$6.93M Sell
165,251
-80,955
-33% -$3.4M 0.07% 123
2023
Q4 		$10.4M Buy
246,206
+109,610
+80% +$4.48M 0.12% 97
2023
Q3 		$5.51M Sell
136,596
-5,088
-4% -$210K 0.08% 125
2023
Q2 		$5.91M Buy
+141,684
New +$5.98M 0.08% 120

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 19% in Q2 2024, selling an estimated $1.28M and leaving 134,433 shares worth $5.58M. The position accounts for 0.06% of the portfolio, ranked #136.

Buckingham Strategic Wealth first reported a position in DFCF in Q2 2023 and has held it in 5 quarters since. The position peaked at $10.4M in Q4 2023. 302 funds tracked by Wall St. Rank hold DFCF as of Q2 2024.

  • Buckingham Strategic Wealth held 134,433 shares of Dimensional Core Fixed Income ETF worth $5.58M as of Q2 2024.
  • Buckingham Strategic Wealth sold 30,818 Dimensional Core Fixed Income ETF shares in Q2 2024, an estimated $1.28M.
  • Dimensional Core Fixed Income ETF made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #136 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Dimensional Core Fixed Income ETF position peaked at $10.4M in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2024.

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