Buckingham Strategic Wealth’s Dimensional International Small Cap ETF DFIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$5.34M	Buy	216,997 +17,688	+9%	+$443K	0.06%	139
2024 Q1	$4.99M	Buy	199,309 +104,268	+110%	+$2.51M	0.05%	148
2023 Q4	$2.3M	Buy	95,041 +60,816	+178%	+$1.35M	0.03%	220
2023 Q3	$751K	Buy	34,225 +13,209	+63%	+$303K	0.01%	341
2023 Q2	$480K	Buy	+21,016	New	+$484K	0.01%	430

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional International Small Cap ETF (DFIS) stake by 8.9% in Q2 2024, buying an estimated $443K and bringing the position to 216,997 shares worth $5.34M. The position accounts for 0.06% of the portfolio, ranked #139.

Buckingham Strategic Wealth first reported a position in DFIS in Q2 2023 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold DFIS as of Q2 2024.

Buckingham Strategic Wealth held 216,997 shares of Dimensional International Small Cap ETF worth $5.34M as of Q2 2024.
Buckingham Strategic Wealth bought 17,688 Dimensional International Small Cap ETF shares in Q2 2024, an estimated $443K.
Dimensional International Small Cap ETF made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #139 holding.
Buckingham Strategic Wealth first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2024.

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