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Size ($ in 1000's)
At 12/31/2023: $8,411,027
At 09/30/2023: $7,060,645
Buckingham Strategic Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buckingham Strategic Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Buckingham Strategic Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Buckingham Strategic Wealth LLC.
In the Buckingham Strategic Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Buckingham Strategic Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Buckingham Strategic Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
37,499,436 |
-76,055 |
$1,096,109 | | DFAC | 37,499,436 | -76,055 | $1,096,109 | | DIMENSIONAL ETF TRUST (DFAT) |
12,695,192 |
-121,095 |
$664,339 | | DFAT | 12,695,192 | -121,095 | $664,339 | | EA SERIES TRUST |
25,687,480 |
+2,885,893 |
$539,817 | | BSVO | 25,687,480 | +2,885,893 | $539,817 | | DIMENSIONAL ETF TRUST (DFUV) |
14,367,598 |
-177,542 |
$534,762 | | DFUV | 14,367,598 | -177,542 | $534,762 | | DIMENSIONAL ETF TRUST (DFIV) |
11,025,950 |
-492,813 |
$378,852 | | DFIV | 11,025,950 | -492,813 | $378,852 | | VANGUARD SCOTTSDALE FDS (VGIT) |
5,311,874 |
+613,932 |
$315,100 | | VGIT | 5,311,874 | +613,932 | $315,100 | | DIMENSIONAL ETF TRUST (DFUS) |
6,041,196 |
+600,275 |
$313,115 | | DFUS | 6,041,196 | +600,275 | $313,115 | | DIMENSIONAL ETF TRUST (DFAX) |
11,647,730 |
+142,853 |
$284,438 | | DFAX | 11,647,730 | +142,853 | $284,438 | | ISHARES TR (ITOT) |
2,590,133 |
+705,523 |
$272,560 | | ITOT | 2,590,133 | +705,523 | $272,560 | | VANGUARD INDEX FDS (VTI) |
751,630 |
+60,748 |
$178,302 | | VTI | 751,630 | +60,748 | $178,302 | | AMERICAN CENTY ETF TR (AVUV) |
1,746,525 |
+163,233 |
$156,838 | | AVUV | 1,746,525 | +163,233 | $156,838 | | DIMENSIONAL ETF TRUST (DFAS) |
2,614,543 |
-45,301 |
$155,879 | | DFAS | 2,614,543 | -45,301 | $155,879 | | APPLE INC |
656,833 |
+18,827 |
$126,460 | | AAPL | 656,833 | +18,827 | $126,460 | | VANGUARD BD INDEX FDS (BSV) |
1,476,529 |
-85,926 |
$113,722 | | BSV | 1,476,529 | -85,926 | $113,722 | | AMERICAN CENTY ETF TR (AVDV) |
1,732,796 |
+1,000,273 |
$108,282 | | AVDV | 1,732,796 | +1,000,273 | $108,282 | | ISHARES TR (IDEV) |
1,689,789 |
+448,350 |
$107,572 | | IDEV | 1,689,789 | +448,350 | $107,572 | | ISHARES TR (IVV) |
211,660 |
+74,570 |
$101,095 | | IVV | 211,660 | +74,570 | $101,095 | | VANGUARD MALVERN FDS (VTIP) |
1,941,568 |
+108,507 |
$92,205 | | VTIP | 1,941,568 | +108,507 | $92,205 | | MICROSOFT CORP |
205,131 |
+2,253 |
$77,137 | | MSFT | 205,131 | +2,253 | $77,137 | | VANGUARD TAX MANAGED FDS (VEA) |
1,219,113 |
+191,247 |
$58,395 | | VEA | 1,219,113 | +191,247 | $58,395 | | AMAZON COM INC |
380,518 |
+83 |
$57,816 | | AMZN | 380,518 | +83 | $57,816 | | DIMENSIONAL ETF TRUST (DFAU) |
1,686,644 |
+295,025 |
$56,081 | | DFAU | 1,686,644 | +295,025 | $56,081 | | DIMENSIONAL ETF TRUST (DISV) |
2,109,574 |
+649,857 |
$54,395 | | DISV | 2,109,574 | +649,857 | $54,395 | | ISHARES INC (IEMG) |
1,073,145 |
+133,589 |
$54,280 | | IEMG | 1,073,145 | +133,589 | $54,280 | | ISHARES TR (EFV) |
982,050 |
+22,523 |
$51,165 | | EFV | 982,050 | +22,523 | $51,165 | | META PLATFORMS INC |
143,231 |
-14,756 |
$50,698 | | META | 143,231 | -14,756 | $50,698 |  BERKSHIRE HATHAWAY INC DEL |
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$48,867 | | BRK.B | 108,105 | +171 | $38,557 | | BRK.A | 19 | UNCH | $10,310 | | ISHARES TR (IEI) |
403,006 |
+47,057 |
$47,204 | | IEI | 403,006 | +47,057 | $47,204 | | DIMENSIONAL ETF TRUST (DFEM) |
1,869,268 |
+1,207,337 |
$46,657 | | DFEM | 1,869,268 | +1,207,337 | $46,657 | | DIMENSIONAL ETF TRUST (DFSD) |
934,771 |
+765,902 |
$43,944 | | DFSD | 934,771 | +765,902 | $43,944 | | DIMENSIONAL ETF TRUST (DFGR) |
1,688,305 |
+1,268,261 |
$43,862 | | DFGR | 1,688,305 | +1,268,261 | $43,862 | | VANGUARD INDEX FDS (VBR) |
213,717 |
+1,380 |
$38,463 | | VBR | 213,717 | +1,380 | $38,463 | | ALPHABET INC |
274,527 |
+5,261 |
$38,349 | | GOOGL | 274,527 | +5,261 | $38,349 | | CASS INFORMATION SYS INC |
835,520 |
UNCH |
$37,640 | | CASS | 835,520 | UNCH | $37,640 | | SPDR S&P 500 ETF TR (SPY) |
73,477 |
+703 |
$34,924 | | SPY | 73,477 | +703 | $34,924 | | DIMENSIONAL ETF TRUST (DFNM) |
705,547 |
+683,991 |
$34,226 | | DFNM | 705,547 | +683,991 | $34,226 | | ALPHABET INC |
236,162 |
+4,455 |
$33,282 | | GOOG | 236,162 | +4,455 | $33,282 | | ISHARES TR (IWF) |
104,754 |
-875 |
$31,758 | | IWF | 104,754 | -875 | $31,758 | | VANGUARD STAR FDS (VXUS) |
547,924 |
-8,670 |
$31,758 | | VXUS | 547,924 | -8,670 | $31,758 | | ISHARES TR (SCZ) |
490,580 |
+9,944 |
$30,367 | | SCZ | 490,580 | +9,944 | $30,367 | | PROCTER AND GAMBLE CO |
203,394 |
-5,368 |
$29,805 | | PG | 203,394 | -5,368 | $29,805 | | VANGUARD INDEX FDS (VTV) |
194,532 |
-30,557 |
$29,083 | | VTV | 194,532 | -30,557 | $29,083 | | AMERICAN CENTY ETF TR (AVUS) |
348,887 |
+1,872 |
$28,452 | | AVUS | 348,887 | +1,872 | $28,452 | | VANGUARD INTL EQUITY INDEX F (VWO) |
691,820 |
+66,155 |
$28,434 | | VWO | 691,820 | +66,155 | $28,434 | | ISHARES TR (SHY) |
312,444 |
-1,038 |
$25,633 | | SHY | 312,444 | -1,038 | $25,633 | | JOHN HANCOCK EXCHANGE TRADED (JHMM) |
469,816 |
-2,355 |
$24,741 | | JHMM | 469,816 | -2,355 | $24,741 | | VANGUARD INDEX FDS (VOO) |
56,550 |
-3,104 |
$24,701 | | VOO | 56,550 | -3,104 | $24,701 | | ISHARES TR (IWM) |
122,090 |
+51,877 |
$24,505 | | IWM | 122,090 | +51,877 | $24,505 | | ISHARES TR (IWB) |
91,713 |
+553 |
$24,053 | | IWB | 91,713 | +553 | $24,053 | | ISHARES TR (SUB) |
222,985 |
+10,337 |
$23,509 | | SUB | 222,985 | +10,337 | $23,509 |
See Full List: All Stocks Held By Buckingham Strategic Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Buckingham Strategic Wealth LLC
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