BUCKINGHAM STRATEGIC WEALTH, LLC
CIK 1542421 · Holdings on Mar 31, 2024 · First reported May 9, 2024
Top ten holdings
Q1 2024- DFAC12.73%
- DFAT7.27%
- DFUV6.26%
- BSVO6.21%
- DFUS4.60%
- DFIV4.38%
- ITOT3.88%
- VGIT3.72%
- DFAX3.10%
- VTI2.08%
Share classes counted separately54.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFUSWeight increased · +0.88 pp3.72% → 4.60%Shares +1.61M (+26.72%)
- ITOTWeight increased · +0.64 pp3.24% → 3.88%Shares +601.54K (+23.22%)
- DFATWeight decreased · -0.63 pp7.90% → 7.27%Shares -48.32K (-0.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
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 | $1.21B | 12.73% | 37.76M shares | 13.03% → 12.73%-0.30 pp +256.17K (+0.68%) | Added | ↗▾ |
| 02 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $688.37M | 7.27% | 12.65M shares | 7.90% → 7.27%-0.63 pp -48.32K (-0.38%) | Reduced | ↗▾ |
| 03 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $593.31M | 6.26% | 14.51M shares | 6.36% → 6.26%-0.10 pp +138.78K (+0.97%) | Added | ↗▾ |
| 04 | BSVOEA Bridgeway Omni Sm-Cp ValEA BRIDGEWAY OMN View history and evidence | $588.21M | 6.21% | 27.66M shares | 6.42% → 6.21%-0.21 pp +1.97M (+7.68%) | Added | ↗▾ |
| 05 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $436.22M | 4.60% | 7.66M shares | 3.72% → 4.60%+0.88 pp +1.61M (+26.72%) | Added | ↗▾ |
| 06 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $414.73M | 4.38% | 11.29M shares | 4.50% → 4.38%-0.12 pp +259.29K (+2.35%) | Added | ↗▾ |
| 07 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $368.00M | 3.88% | 3.19M shares | 3.24% → 3.88%+0.64 pp +601.54K (+23.22%) | Added | ↗▾ |
| 08 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $352.84M | 3.72% | 6.03M shares | 3.75% → 3.72%-0.03 pp +714.50K (+13.45%) | Added | ↗▾ |
| 09 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $293.40M | 3.10% | 11.53M shares | 3.38% → 3.10%-0.28 pp -114.68K (-0.98%) | Reduced | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $197.06M | 2.08% | 758.23K shares | 2.12% → 2.08%-0.04 pp +6.60K (+0.88%) | Added | ↗▾ |
Options overlay 7
$114.11K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPGIS&P GLOBAL INC View history and evidence | Put | 20.20K | $62.62K | +20.20K | ▾ |
PFEPFIZER INC View history and evidence | Call | 13.00K | $34.71K | -2.00K (-13.33%) | ▾ |
WBAWALGREENS BOOTS ALLIANCE INC View history and evidence | Call | 4.00K | $10.68K | 0 (0.00%) | ▾ |
3 / 7 options · preview only
Exited positions 36
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MARA MARA HOLDINGS INC | Non-derivative | -265,403 | -$6.23M | SEC filing ↗ | SEC filing ↗ |
| HYG ISHR IBX USD HIYLD CB ETF-UI | Non-derivative | -46,604 | -$3.61M | SEC filing ↗ | SEC filing ↗ |
| GSY INVESCO ULTRA SHORT DURATION | Non-derivative | -43,838 | -$2.19M | SEC filing ↗ | SEC filing ↗ |
3 / 36 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1542421 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 9473927887
}Research all 762 reported holdings.
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