BSW
Buckingham Strategic Wealth’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $468M | Buy |
7,957,417
+301,723
| +4% | +$17.8M | 4.85% | 5 |
|
|
2024
Q1 | $436M | Buy |
7,655,694
+1,614,498
| +27% | +$92M | 4.6% | 5 |
|
|
2023
Q4 | $313M | Buy |
6,041,196
+600,275
| +11% | +$31.1M | 3.72% | 7 |
|
|
2023
Q3 | $253M | Buy |
5,440,921
+186,312
| +4% | +$8.67M | 3.59% | 8 |
|
|
2023
Q2 | $253M | Sell |
5,254,609
-58,597
| -1% | -$2.82M | 3.6% | 8 |
|
|
2023
Q1 | $221M | Hold |
5,313,206
| – | – | 4.02% | 7 |
|
|
2022
Q4 | $221M | Buy |
5,313,206
+19,964
| +0.4% | +$831K | 4.02% | 7 |
|
|
2022
Q3 | $205M | Buy |
5,293,242
+62,657
| +1% | +$2.43M | 4.2% | 6 |
|
|
2022
Q2 | $213M | Sell |
5,230,585
-35,287
| -0.7% | -$1.44M | 4.21% | 7 |
|
|
2022
Q1 | $258M | Sell |
5,265,872
-91,770
| -2% | -$4.5M | 5.09% | 6 |
|
|
2021
Q4 | $277M | Sell |
5,357,642
-126,406
| -2% | -$6.54M | 5.35% | 6 |
|
|
2021
Q3 | $259M | Buy |
5,484,048
+159,497
| +3% | +$7.52M | 5.3% | 6 |
|
|
2021
Q2 | $251M | Buy |
+5,324,551
| New | +$251M | 6.05% | 4 |
|