Buckingham Strategic Wealth’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$42.7M	Buy	1,482,678 +266,817	+22%	+$7.74M	0.44%	37
2024 Q1	$36.6M	Buy	1,215,861 +571,338	+89%	+$16.3M	0.39%	42
2023 Q4	$18.8M	Buy	644,523 +391,634	+155%	+$10.2M	0.22%	62
2023 Q3	$6.41M	Buy	252,889 +160,414	+173%	+$4.23M	0.09%	113
2023 Q2	$2.38M	Buy	+92,475	New	+$2.26M	0.03%	199

Other funds holding DFSV

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 22% in Q2 2024, buying an estimated $7.74M and bringing the position to 1,482,678 shares worth $42.7M. The position accounts for 0.44% of the portfolio, ranked #37.

Buckingham Strategic Wealth first reported a position in DFSV in Q2 2023 and has held it in 5 quarters since. 305 funds tracked by Wall St. Rank hold DFSV as of Q2 2024.

Buckingham Strategic Wealth held 1,482,678 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $42.7M as of Q2 2024.
Buckingham Strategic Wealth bought 266,817 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2024, an estimated $7.74M.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.44% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #37 holding.
Buckingham Strategic Wealth first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2023 and has held it in 5 quarters since.
305 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2024.

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