BSW
DFSV

Buckingham Strategic Wealth’s Dimensional US Small Cap Value ETF 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

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional US Small Cap Value ETF (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. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2024.

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

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