Buckingham Strategic Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$97.6M	Buy	2,077,571 +501,191	+32%	+$23.5M	1.01%	20
2024 Q1	$74.2M	Buy	1,576,380 +641,609	+69%	+$30.2M	0.78%	22
2023 Q4	$43.9M	Buy	934,771 +765,902	+454%	+$35.7M	0.52%	29
2023 Q3	$7.83M	Buy	168,869 +151,712	+884%	+$7.05M	0.11%	101
2023 Q2	$795K	Sell	17,157 -36,483	-68%	-$1.7M	0.01%	330
2023 Q1	$2.47M	Hold	53,640	–	–	0.04%	164
2022 Q4	$2.47M	Buy	53,640 +48,040	+858%	+$2.21M	0.04%	164
2022 Q3	$258K	Hold	5,600	–	–	0.01%	499
2022 Q2	$263K	Buy	+5,600	New	+$265K	0.01%	493

Other funds holding DFSD

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 32% in Q2 2024, buying an estimated $23.5M and bringing the position to 2,077,571 shares worth $97.6M. The position accounts for 1.01% of the portfolio, ranked #20.

Buckingham Strategic Wealth first reported a position in DFSD in Q2 2022 and has held it in 9 quarters since. 243 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

Buckingham Strategic Wealth held 2,077,571 shares of Dimensional Short-Duration Fixed Income ETF worth $97.6M as of Q2 2024.
Buckingham Strategic Wealth bought 501,191 Dimensional Short-Duration Fixed Income ETF shares in Q2 2024, an estimated $23.5M.
Dimensional Short-Duration Fixed Income ETF made up 1.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #20 holding.
Buckingham Strategic Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 9 quarters since.
243 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

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