BSW
DFSI

Buckingham Strategic Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$865K Buy
26,258
+1,231
+5% +$41K 0.01% 354
2024
Q1 		$843K Buy
25,027
+3,597
+17% +$116K 0.01% 364
2023
Q4 		$686K Sell
21,430
-3,293
-13% -$97.1K 0.01% 382
2023
Q3 		$710K Buy
24,723
+2,544
+11% +$76.6K 0.01% 347
2023
Q2 		$675K Buy
+22,179
New +$675K 0.01% 359

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.9% in Q2 2024, buying an estimated $41K and bringing the position to 26,258 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #354.

Buckingham Strategic Wealth first reported a position in DFSI in Q2 2023 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold DFSI as of Q2 2024.

  • Buckingham Strategic Wealth held 26,258 shares of Dimensional International Sustainability Core 1 ETF worth $865K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,231 Dimensional International Sustainability Core 1 ETF shares in Q2 2024, an estimated $41K.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #354 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2024.

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