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Buckingham Strategic Wealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$3.09M Buy
106,976
+10,046
+10% +$292K 0.03% 188
2024
Q1 		$2.91M Buy
96,930
+79,599
+459% +$2.22M 0.03% 196
2023
Q4 		$469K Buy
+17,331
New +$436K 0.01% 455

Other funds holding DFLV

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 10% in Q2 2024, buying an estimated $292K and bringing the position to 106,976 shares worth $3.09M. The position accounts for 0.03% of the portfolio, ranked #188.

Buckingham Strategic Wealth first reported a position in DFLV in Q4 2023 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold DFLV as of Q2 2024.

  • Buckingham Strategic Wealth held 106,976 shares of Dimensional US Large Cap Value ETF worth $3.09M as of Q2 2024.
  • Buckingham Strategic Wealth bought 10,046 Dimensional US Large Cap Value ETF shares in Q2 2024, an estimated $292K.
  • Dimensional US Large Cap Value ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #188 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2024.

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