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
Tko Group Holdings Inc
63
+ 3.56%
N/A
1.84K $0
Linde PLC
1K
+ 80.38%
N/A
2.25K $0
DFSI
Dimensional ETF Tr Dimen Intl
20.3K
+ 33.04%
N/A
81.7K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
8.76K
+ 29.95%
N/A
38K $0
Dimensional ETF Trust
15.4K
+ 33.2%
N/A
61.7K $0
Dimensional ETF Trust
141K
+ 15.28%
N/A
1.06M $0
Dimensional ETF Trust
28.5K
+ 119.16%
N/A
52.4K $0
DFSB
Dimensional ETF Tr Dimensional
17.6K
+ 75.67%
N/A
40.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.97K
+ 1.43%
N/A
353K $0
Ea Series Trust
2.85M
+ 20.16%
N/A
17M $0
Canadian Pacific Kansas City
102
+ 2.7%
N/A
3.88K $0
ROSC
Hartford Multifactor Small Cap
45
+ 0.81%
N/A
5.58K $0
PSEC
Prospect Capital Corp

Financial Services
4.52K
+ 21.85%
$4.16 - $5.34 $18.8K - $24.2K
25.2K $108K
PHM
Pultegroup Inc

Consumer Cyclical
702
+ 30.19%
$108.86 - $149.04 $76.4K - $105K
3.03K $329K
CSX
Csx Corp

Industrials
797
+ 5.49%
$31.58 - $36.88 $25.2K - $29.4K
15.3K $494K
HDV
Ishares Core High Dividend ETF

ETFs
40
+ 1.97%
$110.82 - $121.28 $4.43K - $4.85K
2.07K $232K
UMC
United Microelectronics Corp

Technology
3.59K
+ 23.09%
$6.34 - $8.35 $22.8K - $30K
19.2K $124K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.88K
+ 8.9%
$24.25 - $26.7 $215K - $237K
109K $2.67M
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.36K
+ 9.46%
$22.72 - $25.76 $122K - $138K
62K $1.44M
IBRX
Immunity Bio, Inc.

Healthcare
393
+ 3.92%
$2.56 - $6.17 $1.01K - $2.42K
10.4K $26K
XLU
Utilities Sector Spdr

ETFs
6
+ 0.22%
$74.89 - $82.93 $449 - $498
2.73K $206K
COOK
Traeger, Inc.

Consumer Cyclical
553
+ 5.06%
$2.34 - $3.58 $1.29K - $1.98K
11.5K $27K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
101
+ 0.44%
$42.33 - $43.3 $4.28K - $4.37K
23.2K $990K
DFAE
Dimensional ETF Tr

ETFs
44.7K
+ 7.98%
$25.36 - $28.15 $1.13M - $1.26M
605K $15.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
7.16K
+ 17.61%
$39.22 - $47.52 $281K - $340K
47.8K $1.89M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.19K
+ 7.51%
$20.55 - $23.26 $45K - $50.9K
31.3K $659K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
494
+ 1.13%
$47.58 - $48.56 $23.5K - $24K
44.4K $2.12M
A
Agilent Technologies, Inc.

Healthcare
40
+ 2.25%
$125.69 - $146.56 $5.03K - $5.86K
1.82K $244K
PFG
Principal Financial Group Inc

Financial Services
44
+ 1.14%
$74.91 - $91.26 $3.3K - $4.02K
3.9K $301K
DFIC
Dimensional ETF Tr Dimensional

ETFs
59.4K
+ 8.68%
$25.61 - $28.0 $1.52M - $1.66M
744K $19.2M
FNDX
Schwab Fundamental U S Large C

ETFs
37.4K
+ 195.86%
$23.49 - $71.77 $878K - $2.68M
56.5K $1.34M
AOA
Ishares Tr Core Aggressive All

ETFs
1.27K
+ 2.1%
$76.61 - $79.88 $97.6K - $102K
61.8K $4.74M
PLD
Prologis, Inc.

Real Estate
256
+ 6.99%
$101.4 - $126.96 $26K - $32.5K
3.92K $414K
WPM
Wheaton Precious Metals Corp.

Basic Materials
119
+ 0.96%
$56.08 - $68.53 $6.67K - $8.16K
12.5K $705K
ABBV
Abb Vie Inc.

Healthcare
3.47K
+ 10.23%
$164.99 - $203.87 $573K - $708K
37.4K $6.65M
QCOM
Qualcomm Inc

Technology
442
+ 5.83%
$150.4 - $178.04 $66.5K - $78.7K
8.02K $1.23M
MU
Micron Technology Inc

Technology
885
+ 12.58%
$84.16 - $113.41 $74.5K - $100K
7.92K $666K
XLV
Select Sector Spdr Fund Health

ETFs
14
+ 0.35%
$136.28 - $154.74 $1.91K - $2.17K
4.07K $559K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.54K
+ 4.09%
$74.5 - $78.37 $338K - $356K
115K $8.63M
CI
Cigna Corp

Healthcare
399
+ 15.7%
$265.59 - $358.58 $106K - $143K
2.94K $811K
IEFA
Ishares Tr

ETFs
5.22K
+ 8.98%
$70.06 - $77.43 $366K - $404K
63.4K $4.46M
PSX
Phillips 66

Energy
467
+ 5.2%
$110.35 - $138.93 $51.5K - $64.9K
9.44K $1.08M
FNDF
Schwab Fundamental Intl Large

ETFs
2.6K
+ 5.67%
$32.92 - $37.15 $85.7K - $96.7K
48.5K $1.61M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.89K
+ 74.44%
$25.74 - $53.78 $255K - $532K
23.2K $598K
ETR
Entergy Corp

Utilities
532
+ 19.07%
$73.19 - $156.4 $38.9K - $83.2K
3.32K $251K
DGS
Wisdomtree Emerging Markets Sm

ETFs
939
+ 2.35%
$48.87 - $53.53 $45.9K - $50.3K
40.9K $2M
FNDC
Schwab Fundamental Intl Small

ETFs
1.19K
+ 2.17%
$33.92 - $38.03 $40.3K - $45.2K
56K $1.91M
AMD
Advanced Micro Devices Inc

Technology
2.18K
+ 21.07%
$118.88 - $172.8 $259K - $377K
12.5K $1.51M
LOW
Lowes Companies Inc

Consumer Cyclical
349
+ 3.04%
$244.52 - $284.07 $85.3K - $99.1K
11.8K $2.92M
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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