Buckingham Strategic Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,208	Closed	-$513K	–	477
2019 Q4	$513K	Buy	7,208 +1,265	+21%	+$85.3K	0.05%	241
2019 Q3	$378K	Sell	5,943 -15,046	-72%	-$951K	0.04%	281
2019 Q2	$1.36M	Hold	20,989	–	–	0.15%	115
2019 Q1	$1.38M	Buy	20,989 +14,941	+247%	+$968K	0.17%	108
2018 Q4	$365K	Sell	6,048 -1,116	-16%	-$72.3K	0.06%	238
2018 Q3	$510K	Buy	7,164 +4,160	+138%	+$297K	0.08%	190
2018 Q2	$216K	Buy	3,004 +1	+0%	+$76	0.04%	331
2018 Q1	$230K	Sell	3,003 -668	-18%	-$52K	0.04%	272
2017 Q4	$282K	Sell	3,671 -673	-15%	-$50.4K	0.06%	247
2017 Q3	$321K	Buy	4,344 +431	+11%	+$31K	0.08%	217
2017 Q2	$272K	Buy	+3,913	New	+$268K	0.06%	231

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return