BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.66B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$33.6M
3
+$30.6M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$23.6M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$20.9M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.6M
4
AAPL icon
Apple
AAPL
+$5.64M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.15M

Sector Composition

1 Technology 3.89%
2 Communication Services 1.94%
3 Financials 1.73%
4 Industrials 1.56%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.53T
$63.8M 0.66%
330,228
-362
DFAU icon
27
Dimensional US Core Equity Market ETF
DFAU
$10.6B
$62M 0.64%
1,654,643
-10,777
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
$61.8M 0.64%
1,153,964
+23,341
DFGR icon
29
Dimensional Global Real Estate ETF
DFGR
$3.07B
$60.3M 0.62%
2,414,455
+370,407
DFNM icon
30
Dimensional National Municipal Bond ETF
DFNM
$1.96B
$57.1M 0.59%
1,196,198
+272,408
DIHP icon
31
Dimensional International High Profitability ETF
DIHP
$5.25B
$55.2M 0.57%
2,098,783
+327,016
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$28.5B
$50.4M 0.52%
950,885
-17,308
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.02T
$50.1M 0.52%
274,908
+1,440
IEI icon
34
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$48.3M 0.5%
418,437
+11,035
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.07T
$44.9M 0.46%
110,261
+307
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.03T
$43.1M 0.45%
235,086
-1,956
DFSV icon
37
Dimensional US Small Cap Value ETF
DFSV
$6.37B
$42.7M 0.44%
1,482,678
+266,817
DFAI icon
38
Dimensional International Core Equity Market ETF
DFAI
$13.4B
$41.9M 0.43%
1,413,867
+87,636
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$124B
$39.8M 0.41%
109,062
-499
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$716B
$39.2M 0.41%
72,099
+205
VBR icon
41
Vanguard Small-Cap Value ETF
VBR
$34.1B
$37.8M 0.39%
207,143
-6,461
NVDA icon
42
NVIDIA
NVDA
$4.57T
$36.9M 0.38%
298,957
+30,817
CASS icon
43
Cass Information Systems
CASS
$555M
$33.6M 0.35%
838,249
VWO icon
44
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$33.5M 0.35%
765,199
-4,631
VXUS icon
45
Vanguard Total International Stock ETF
VXUS
$126B
$33.2M 0.34%
550,771
+1,639
DFIC icon
46
Dimensional International Core Equity 2 ETF
DFIC
$12.5B
$33.1M 0.34%
1,258,776
+151,328
GBTC icon
47
Grayscale Bitcoin Trust
GBTC
$38.4B
$32.1M 0.33%
667,455
-19,570
PG icon
48
Procter & Gamble
PG
$338B
$30.6M 0.32%
185,505
-7,525
VOO icon
49
Vanguard S&P 500 ETF
VOO
$854B
$30.4M 0.31%
60,719
+752
AVUS icon
50
Avantis US Equity ETF
AVUS
$10.9B
$30.3M 0.31%
336,405
+4,518
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