Buckingham Strategic Wealth’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$380K	Buy	13,825 +4,432	+47%	+$119K	﹤0.01%	533
2024 Q1	$244K	Sell	9,393 -800	-8%	-$20.1K	﹤0.01%	648
2023 Q4	$257K	Buy	10,193 +277	+3%	+$6.6K	﹤0.01%	613
2023 Q3	$235K	Buy	9,916 +79	+0.8%	+$1.94K	﹤0.01%	588
2023 Q2	$240K	Buy	+9,837	New	+$236K	﹤0.01%	582
2022 Q4	–	Sell	-12,810	Closed	-$263K	–	636
2022 Q3	$263K	Sell	12,810 -11,045	-46%	-$253K	0.01%	495
2022 Q2	$557K	Buy	+23,855	New	+$582K	0.01%	351

Other funds holding DFEV

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 47% in Q2 2024, buying an estimated $119K and bringing the position to 13,825 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Buckingham Strategic Wealth first reported a position in DFEV in Q2 2022 and has held it in 7 quarters since. The position peaked at $557K in Q2 2022. 145 funds tracked by Wall St. Rank hold DFEV as of Q2 2024.

Buckingham Strategic Wealth held 13,825 shares of Dimensional Emerging Markets Value ETF worth $380K as of Q2 2024.
Buckingham Strategic Wealth bought 4,432 Dimensional Emerging Markets Value ETF shares in Q2 2024, an estimated $119K.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #533 holding.
Buckingham Strategic Wealth first reported a position in Dimensional Emerging Markets Value ETF in Q2 2022 and has held it in 7 quarters since.
Buckingham Strategic Wealth's Dimensional Emerging Markets Value ETF position peaked at $557K in Q2 2022.
145 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2024.

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