BUCKINGHAM STRATEGIC WEALTH, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BUCKINGHAM STRATEGIC WEALTH, LLC 13F Holdings
CIK 0001542421 · CLAYTON, MO
As of Jun 30, 2024, BUCKINGHAM STRATEGIC WEALTH, LLC reported
805 positions worth $9.3B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 37,304,289 |
|
.2B12.99% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 12,437,755 | $645.1M | 6.97% |
| EA SERIES TRUST | BSVO | — | 29,161,409 | $594.1M | 6.42% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 14,427,184 | $566.6M | 6.12% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 7,957,417 | $468.3M | 5.06% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 3,568,902 | $423.9M | 4.58% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 11,169,824 | $401.4M | 4.34% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 6,603,169 | $384.5M | 4.15% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 11,234,134 | $285.6M | 3.08% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 762,645 | $204.0M | 2.20% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 2,580,173 |
67.6M | 1.81% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 2,724,127 |
63.7M | 1.77% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 1,729,579 |
55.2M | 1.68% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 2,301,998 |
51.1M | 1.63% |
| APPLE INC | AAPL | Technology | 596,531 |
25.6M | 1.36% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 2,400,318 |
16.5M | 1.26% |
| ISHARES CORE S&P 500 ETF | IVV | — | 209,830 |
14.8M | 1.24% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 1,455,384 |
11.6M | 1.21% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 3,959,902 |
05.8M | 1.14% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 2,077,571 | $97.6M | 1.05% |
| MICROSOFT CORP | MSFT | Technology | 200,865 | $89.8M | 0.97% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 3,149,744 | $84.7M | 0.92% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 2,099,693 | $67.2M | 0.73% |
| META PLATFORMS INC | META | Communication Services | 132,946 | $67.0M | 0.72% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,291,556 | $63.8M | 0.69% |