Buckingham Strategic Partners Incresed Positions in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.98M
+ 22.76%
$33.92 - $36.6 $101M - $109M
16.1M $557M
ITOT
Ishares Core S&P Total U.S. St

ETFs
637K
+ 20.88%
$124.26 - $134.12 $79.2M - $85.5M
3.69M $475M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.23M
+ 34.42%
$54.54 - $61.04 $67.3M - $75.3M
4.82M $268M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.03M
+ 27.53%
$57.78 - $60.4 $59.3M - $62M
4.76M $276M
DFSD
Dimensional ETF Tr Short Durat

ETFs
955K
+ 47.2%
$46.75 - $47.8 $44.6M - $45.7M
2.98M $140M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.87M
+ 1717.49%
$25.79 - $80.4 $48.2M - $150M
1.98M $51.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.09M
+ 31.37%
$40.38 - $44.35 $43.9M - $48.3M
4.56M $186M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.64M
+ 1291.13%
$25.93 - $105.3 $42.5M - $173M
1.77M $49.2M
AVUV
American Centy ETF Tr Avantis

ETFs
344K
+ 42.39%
$94.37 - $106.41 $32.5M - $36.6M
1.16M $112M
DFIV
Dimensional ETF Tr

ETFs
1.21M
+ 29.03%
$34.86 - $37.97 $42.2M - $45.9M
5.38M $191M
DFUS
Dimensional ETF Tr U S Equity

ETFs
378K
+ 28.32%
$61.52 - $66.5 $23.3M - $25.2M
1.71M $109M
AVDV
American Centy ETF Tr Avantis

ETFs
619K
+ 24.61%
$63.85 - $70.4 $39.5M - $43.6M
3.14M $204M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
546K
+ 25.62%
$48.33 - $49.08 $26.4M - $26.8M
2.68M $130M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.19M
+ 30.13%
$26.16 - $28.82 $31.1M - $34.3M
5.14M $135M
DFAX
Dimensional ETF Tr
935K
+ 32.17%
$24.76 - $27.04 $23.1M - $25.3M
3.84M $95.5M
MSFT
Microsoft Corp

Technology
38.5K
+ 41.34%
$406.35 - $454.46 $15.7M - $17.5M
132K $55.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
929K
+ 757.22%
$18.41 - $40.87 $17.1M - $38M
1.05M $19.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
134K
+ 2197.86%
$100.16 - $100.7 $13.4M - $13.5M
140K $14M
AVGO
Broadcom Inc.

Technology
52.4K
+ 407.84%
$159.67 - $250.0 $8.37M - $13.1M
65.3K $15.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
421K
+ 18.53%
$64.18 - $70.42 $27M - $29.7M
2.7M $174M
DISV
Dimensional ETF Tr Dimensional

ETFs
585K
+ 35.54%
$26.18 - $28.77 $15.3M - $16.8M
2.23M $59.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
342K
+ 25.12%
$33.62 - $35.69 $11.5M - $12.2M
1.7M $57.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
431K
+ 957.08%
$25.3 - $26.31 $10.9M - $11.3M
476K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
29.7K
+ 10.17%
$280.04 - $302.45 $8.32M - $8.99M
322K $93.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
214K
+ 84.2%
$47.65 - $48.6 $10.2M - $10.4M
468K $22.4M
AVUS
American Centy ETF Tr Avantis

ETFs
80.1K
+ 41.76%
$94.36 - $102.06 $7.56M - $8.17M
272K $26.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
140K
+ 1399.81%
$57.53 - $60.83 $8.06M - $8.53M
150K $8.64M
AAPL
Apple Inc.

Technology
6.42K
+ 1.75%
$221.69 - $259.02 $1.42M - $1.66M
373K $93.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
120K
+ 20.02%
$63.58 - $71.15 $7.62M - $8.53M
719K $46.8M
NVDA
Nvidia Corp

Technology
28.2K
+ 9.79%
$117.0 - $148.88 $3.3M - $4.2M
317K $42.5M
META
Meta Platforms, Inc.

Communication Services
11.6K
+ 71.92%
$554.08 - $632.68 $6.42M - $7.33M
27.7K $16.3M
VNQ
Vanguard Specialized Funds Van

ETFs
85.3K
+ 112.63%
$87.85 - $98.6 $7.5M - $8.42M
161K $14.4M
PEP
Pepsico Inc

Consumer Defensive
49.2K
+ 152.3%
$151.29 - $176.1 $7.45M - $8.67M
81.6K $12.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.6K
+ 90.59%
$481.22 - $538.17 $6.05M - $6.76M
26.4K $13.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
389K
+ 31.03%
$25.15 - $27.57 $9.79M - $10.7M
1.64M $41.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.7K
+ 145.02%
$370.24 - $418.94 $5.82M - $6.59M
26.6K $10.7M
FMB
First Tr Exchange Traded Fd Ii

ETFs
129K
+ 620.3%
$50.62 - $52.07 $6.55M - $6.73M
150K $7.66M
DFAI
Dimensional ETF Tr

ETFs
281K
+ 40.54%
$29.0 - $31.6 $8.14M - $8.87M
973K $28.4M
AMZN
Amazon Com Inc

Consumer Cyclical
9.4K
+ 7.86%
$180.88 - $232.93 $1.7M - $2.19M
129K $28.3M
VBR
Vanguard Small Cap Value ETF

ETFs
31K
+ 30.31%
$197.36 - $217.3 $6.13M - $6.75M
133K $26.5M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
241K
+ 1714.72%
$23.99 - $24.55 $5.79M - $5.93M
256K $6.14M
AVIV
American Centy ETF Tr Avantis
112K
+ 229.96%
$51.24 - $55.81 $5.75M - $6.26M
161K $8.36M
TSLA
Tesla, Inc.

Consumer Cyclical
5.64K
+ 24.19%
$213.65 - $479.86 $1.21M - $2.71M
29K $11.7M
JPM
Jpmorgan Chase & CO

Financial Services
16.8K
+ 34.0%
$205.18 - $250.29 $3.45M - $4.2M
66.2K $15.9M
VIG
Vanguard Dividend Appreciation

ETFs
29K
+ 71.4%
N/A
69.6K $12.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
40.7K
+ 345.9%
$116.4 - $138.52 $4.73M - $5.63M
52.4K $6.64M
COST
Costco Wholesale Corp

Consumer Defensive
5.58K
+ 133.6%
$873.59 - $994.69 $4.87M - $5.55M
9.76K $8.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
128K
+ 62.03%
$44.04 - $49.49 $5.65M - $6.34M
335K $14.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
188K
+ 84.89%
$27.88 - $30.51 $5.25M - $5.74M
410K $11.5M
Activity Summary
Buys All Purchases 499 New Holdings 141 Increased Positions 358 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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