Buckingham Strategic Wealth’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$401M	Sell	11,169,824 -115,419	-1%	-$4.25M	4.15%	7
2024 Q1	$415M	Buy	11,285,243 +259,293	+2%	+$8.99M	4.38%	6
2023 Q4	$379M	Sell	11,025,950 -492,813	-4%	-$16.1M	4.5%	5
2023 Q3	$376M	Buy	11,518,763 +226,421	+2%	+$7.54M	5.32%	5
2023 Q2	$371M	Buy	11,292,342 +459,630	+4%	+$15.1M	5.28%	5
2023 Q1	$329M	Hold	10,832,712	–	–	5.99%	4
2022 Q4	$329M	Buy	10,832,712 +471,987	+5%	+$13.7M	5.98%	4
2022 Q3	$267M	Buy	10,360,725 +67,554	+0.7%	+$1.93M	5.45%	4
2022 Q2	$297M	Buy	10,293,171 +321,834	+3%	+$10.3M	5.87%	4
2022 Q1	$334M	Buy	9,971,337 +60,053	+0.6%	+$2.03M	6.58%	3
2021 Q4	$325M	Buy	9,911,284 +209,160	+2%	+$6.94M	6.29%	3
2021 Q3	$318M	Buy	+9,702,124	New	+$321M	6.51%	3

Other funds holding DFIV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional International Value ETF (DFIV) stake by 1% in Q2 2024, selling an estimated $4.25M and leaving 11,169,824 shares worth $401M. The position accounts for 4.15% of the portfolio, ranked #7.

Buckingham Strategic Wealth first reported a position in DFIV in Q3 2021 and has held it in 12 quarters since. The position peaked at $415M in Q1 2024. 504 funds tracked by Wall St. Rank hold DFIV as of Q2 2024.

Buckingham Strategic Wealth held 11,169,824 shares of Dimensional International Value ETF worth $401M as of Q2 2024.
Buckingham Strategic Wealth sold 115,419 Dimensional International Value ETF shares in Q2 2024, an estimated $4.25M.
Dimensional International Value ETF made up 4.15% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #7 holding.
Buckingham Strategic Wealth first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 12 quarters since.
Buckingham Strategic Wealth's Dimensional International Value ETF position peaked at $415M in Q1 2024.
504 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2024.

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