Buckingham Strategic Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$567M	Sell	14,427,184 -79,191	-0.5%	-$3.13M	5.86%	4
2024 Q1	$593M	Buy	14,506,375 +138,777	+1%	+$5.3M	6.26%	3
2023 Q4	$535M	Sell	14,367,598 -177,542	-1%	-$6.11M	6.36%	4
2023 Q3	$495M	Sell	14,545,140 -25,641	-0.2%	-$898K	7.01%	3
2023 Q2	$503M	Buy	14,570,781 +226,557	+2%	+$7.57M	7.16%	3
2023 Q1	$480M	Hold	14,344,224	–	–	8.73%	3
2022 Q4	$480M	Buy	14,344,224 +203,686	+1%	+$6.77M	8.73%	3
2022 Q3	$419M	Sell	14,140,538 -16,796	-0.1%	-$546K	8.55%	3
2022 Q2	$447M	Buy	+14,157,334	New	+$471M	8.84%	3

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

IFA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Buckingham Strategic Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.55% in Q2 2024, selling an estimated $3.13M and leaving 14,427,184 shares worth $567M. The position accounts for 5.86% of the portfolio, ranked #4.

Buckingham Strategic Wealth first reported a position in DFUV in Q2 2022 and has held it in 9 quarters since. The position peaked at $593M in Q1 2024. 589 funds tracked by Wall St. Rank hold DFUV as of Q2 2024.

Buckingham Strategic Wealth held 14,427,184 shares of Dimensional US Marketwide Value ETF worth $567M as of Q2 2024.
Buckingham Strategic Wealth sold 79,191 Dimensional US Marketwide Value ETF shares in Q2 2024, an estimated $3.13M.
Dimensional US Marketwide Value ETF made up 5.86% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #4 holding.
Buckingham Strategic Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 9 quarters since.
Buckingham Strategic Wealth's Dimensional US Marketwide Value ETF position peaked at $593M in Q1 2024.
589 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2024.

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