BSW
DFSU

Buckingham Strategic Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$6.88M Buy
197,438
+23,656
+14% +$802K 0.07% 121
2024
Q1 		$5.98M Buy
173,782
+29,240
+20% +$950K 0.06% 134
2023
Q4 		$4.5M Buy
144,542
+44,428
+44% +$1.28M 0.05% 146
2023
Q3 		$2.78M Buy
100,114
+88,722
+779% +$2.56M 0.04% 182
2023
Q2 		$327K Buy
+11,392
New +$308K ﹤0.01% 517

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 14% in Q2 2024, buying an estimated $802K and bringing the position to 197,438 shares worth $6.88M. The position accounts for 0.07% of the portfolio, ranked #121.

Buckingham Strategic Wealth first reported a position in DFSU in Q2 2023 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold DFSU as of Q2 2024.

  • Buckingham Strategic Wealth held 197,438 shares of Dimensional US Sustainability Core 1 ETF worth $6.88M as of Q2 2024.
  • Buckingham Strategic Wealth bought 23,656 Dimensional US Sustainability Core 1 ETF shares in Q2 2024, an estimated $802K.
  • Dimensional US Sustainability Core 1 ETF made up 0.07% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #121 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2024.

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