BSW
DFUS

Buckingham Strategic Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Buckingham Strategic Wealth’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$468M Buy
7,957,417
+301,723
+4% +$17.2M 4.85% 5
2024
Q1 		$436M Buy
7,655,694
+1,614,498
+27% +$87.4M 4.6% 5
2023
Q4 		$313M Buy
6,041,196
+600,275
+11% +$29.1M 3.72% 7
2023
Q3 		$253M Buy
5,440,921
+186,312
+4% +$9.01M 3.59% 8
2023
Q2 		$253M Sell
5,254,609
-58,597
-1% -$2.67M 3.6% 8
2023
Q1 		$221M Hold
5,313,206
– – 4.02% 7
2022
Q4 		$221M Buy
5,313,206
+19,964
+0.4% +$835K 4.02% 7
2022
Q3 		$205M Buy
5,293,242
+62,657
+1% +$2.69M 4.2% 6
2022
Q2 		$213M Sell
5,230,585
-35,287
-0.7% -$1.56M 4.21% 7
2022
Q1 		$258M Sell
5,265,872
-91,770
-2% -$4.44M 5.09% 6
2021
Q4 		$277M Sell
5,357,642
-126,406
-2% -$6.35M 5.35% 6
2021
Q3 		$259M Buy
5,484,048
+159,497
+3% +$7.72M 5.3% 6
2021
Q2 		$251M Buy
+5,324,551
New +$248M 6.05% 4

Other funds holding DFUS

IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Dimensional US Equity ETF (DFUS) stake by 3.9% in Q2 2024, buying an estimated $17.2M and bringing the position to 7,957,417 shares worth $468M. The position accounts for 4.85% of the portfolio, ranked #5.

Buckingham Strategic Wealth first reported a position in DFUS in Q2 2021 and has held it in 13 quarters since. 593 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Buckingham Strategic Wealth held 7,957,417 shares of Dimensional US Equity ETF worth $468M as of Q2 2024.
  • Buckingham Strategic Wealth bought 301,723 Dimensional US Equity ETF shares in Q2 2024, an estimated $17.2M.
  • Dimensional US Equity ETF made up 4.85% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #5 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 13 quarters since.
  • 593 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

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