BUCKINGHAM STRATEGIC WEALTH, LLC
CIK 1542421 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- DFAC13.94%
- DFAT8.29%
- DFUV7.01%
- BSVO5.90%
- DFIV5.32%
- VGIT3.80%
- DFAX3.67%
- DFUS3.59%
- ITOT2.51%
- VTI2.08%
Share classes counted separately56.11%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $984.48M | 13.94% | 37.58M shares | — | ↗▾ | |
| 02 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $585.58M | 8.29% | 12.82M shares | — | ↗▾ | |
| 03 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $494.83M | 7.01% | 14.55M shares | — | ↗▾ | |
| 04 | BSVOEA Bridgeway Omni Sm-Cp ValEA BRIDGEWAY OMN View history and evidence | $416.67M | 5.90% | 22.80M shares | — | ↗▾ | |
| 05 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $375.74M | 5.32% | 11.52M shares | — | ↗▾ | |
| 06 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $268.49M | 3.80% | 4.70M shares | — | ↗▾ | |
| 07 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $259.09M | 3.67% | 11.50M shares | — | ↗▾ | |
| 08 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $253.27M | 3.59% | 5.44M shares | — | ↗▾ | |
| 09 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $177.51M | 2.51% | 1.88M shares | — | ↗▾ | |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $146.75M | 2.08% | 690.88K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 42
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 34417P100 FOCUS FINANCIAL PARTNERS-A | Non-derivative | — | — | SEC filing ↗ | |
| WEP MAGELLAN MIDSTREAM PARTNERS | Non-derivative | — | — | SEC filing ↗ | |
| TRTN TRITON INTERNATIONAL LTD | Non-derivative | — | — | SEC filing ↗ |
3 / 42 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1542421 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 7060651287
}Research all 686 reported holdings.
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