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Buckingham Strategic Wealth’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$106M Buy
3,959,902
+783,290
+25% +$20.5M 1.1% 19
2024
Q1 		$81M Buy
3,176,612
+1,307,344
+70% +$32.4M 0.85% 20
2023
Q4 		$46.7M Buy
1,869,268
+1,207,337
+182% +$28.6M 0.55% 28
2023
Q3 		$15.4M Buy
661,931
+402,634
+155% +$9.74M 0.22% 55
2023
Q2 		$6.24M Buy
259,297
+172,188
+198% +$4.09M 0.09% 115
2023
Q1 		$1.96M Hold
87,109
– – 0.04% 180
2022
Q4 		$1.96M Buy
87,109
+57,035
+190% +$1.24M 0.04% 180
2022
Q3 		$615K Buy
+30,074
New +$690K 0.01% 325

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 25% in Q2 2024, buying an estimated $20.5M and bringing the position to 3,959,902 shares worth $106M. The position accounts for 1.1% of the portfolio, ranked #19.

Buckingham Strategic Wealth first reported a position in DFEM in Q3 2022 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold DFEM as of Q2 2024.

  • Buckingham Strategic Wealth held 3,959,902 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $106M as of Q2 2024.
  • Buckingham Strategic Wealth bought 783,290 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2024, an estimated $20.5M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 1.1% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #19 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 8 quarters since.
  • 315 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2024.

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