Buckingham Strategic Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$33.1M	Buy	1,258,776 +151,328	+14%	+$4.03M	0.34%	46
2024 Q1	$29.6M	Buy	1,107,448 +275,943	+33%	+$7.08M	0.31%	49
2023 Q4	$21.2M	Buy	831,505 +230,079	+38%	+$5.47M	0.25%	56
2023 Q3	$14M	Buy	601,426 +100,766	+20%	+$2.45M	0.2%	60
2023 Q2	$12.2M	Buy	500,660 +211,626	+73%	+$5.15M	0.17%	70
2023 Q1	$6.46M	Hold	289,034	–	–	0.12%	98
2022 Q4	$6.46M	Buy	289,034 +47,226	+20%	+$1.01M	0.12%	98
2022 Q3	$4.63M	Buy	241,808 +88,125	+57%	+$1.89M	0.09%	111
2022 Q2	$3.31M	Buy	+153,683	New	+$3.58M	0.07%	135

Other funds holding DFIC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 14% in Q2 2024, buying an estimated $4.03M and bringing the position to 1,258,776 shares worth $33.1M. The position accounts for 0.34% of the portfolio, ranked #46.

Buckingham Strategic Wealth first reported a position in DFIC in Q2 2022 and has held it in 9 quarters since. 331 funds tracked by Wall St. Rank hold DFIC as of Q2 2024.

Buckingham Strategic Wealth held 1,258,776 shares of Dimensional International Core Equity 2 ETF worth $33.1M as of Q2 2024.
Buckingham Strategic Wealth bought 151,328 Dimensional International Core Equity 2 ETF shares in Q2 2024, an estimated $4.03M.
Dimensional International Core Equity 2 ETF made up 0.34% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #46 holding.
Buckingham Strategic Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 9 quarters since.
331 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2024.

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