BSW
DFSE

Buckingham Strategic Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$428K Buy
12,806
+812
+7% +$26.8K ﹤0.01% 503
2024
Q1 		$386K Buy
11,994
+648
+6% +$20.3K ﹤0.01% 526
2023
Q4 		$359K Buy
11,346
+3
+0% +$90 ﹤0.01% 522
2023
Q3 		$333K Buy
11,343
+399
+4% +$12.2K ﹤0.01% 511
2023
Q2 		$333K Buy
+10,944
New +$327K ﹤0.01% 512

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

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

Buckingham Strategic Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 6.8% in Q2 2024, buying an estimated $26.8K and bringing the position to 12,806 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Buckingham Strategic Wealth first reported a position in DFSE in Q2 2023 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold DFSE as of Q2 2024.

  • Buckingham Strategic Wealth held 12,806 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $428K as of Q2 2024.
  • Buckingham Strategic Wealth bought 812 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2024, an estimated $26.8K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #503 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2024.

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