Buckingham Strategic Partners Purchases in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
465K
+ 14.84%
$63.74 - $71.96 $29.7M - $33.5M
3.6M $251M
VGIT
Vanguard Intermediate Term Tre

ETFs
674K
+ 14.18%
$57.44 - $59.4 $38.7M - $40.1M
5.43M $323M
IDEV
Ishares Core Msci Intl Develop

ETFs
367K
+ 13.62%
$63.77 - $71.36 $23.4M - $26.2M
3.06M $211M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
531K
+ 19.85%
$48.43 - $49.9 $25.7M - $26.5M
3.21M $160M
DFIV
Dimensional ETF Tr

ETFs
216K
+ 4.01%
$35.33 - $40.77 $7.62M - $8.79M
5.59M $220M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
968K
+ 18.83%
$25.35 - $27.46 $24.5M - $26.6M
6.11M $162M
DFSD
Dimensional ETF Tr Short Durat

ETFs
505K
+ 16.97%
$46.74 - $47.55 $23.6M - $24M
3.48M $166M
VTI
Vanguard Total Stock Market Et

ETFs
105K
+ 32.5%
$271.18 - $303.12 $28.4M - $31.7M
426K $117M
ITOT
Ishares Core S&P Total U.S. St

ETFs
376K
+ 10.19%
$120.29 - $134.6 $45.2M - $50.6M
4.07M $496M
AVUV
American Centy ETF Tr Avantis

ETFs
327K
+ 28.27%
$84.95 - $100.62 $27.7M - $32.9M
1.48M $129M
DIHP
Dimensional ETF Tr Dimensional

ETFs
391K
+ 23.77%
$25.1 - $27.85 $9.81M - $10.9M
2.03M $54.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
371K
+ 21.75%
$32.57 - $35.82 $12.1M - $13.3M
2.07M $68.7M
DFAI
Dimensional ETF Tr

ETFs
281K
+ 28.93%
$28.88 - $32.4 $8.13M - $9.12M
1.25M $39.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
247K
+ 14.39%
$59.61 - $66.71 $14.7M - $16.5M
1.96M $119M
DFAX
Dimensional ETF Tr
147K
+ 3.83%
$24.45 - $27.2 $3.59M - $4M
3.99M $104M
DISV
Dimensional ETF Tr Dimensional

ETFs
100K
+ 4.5%
$26.09 - $30.21 $2.62M - $3.03M
2.33M $67.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
151K
+ 388.79%
$44.41 - $45.98 $6.69M - $6.92M
189K $8.64M
AVLV
American Centy ETF Tr Avantis
106K
+ 69.22%
$63.51 - $70.42 $6.73M - $7.46M
259K $16.9M
DFAU
Dimensional ETF Tr

ETFs
211K
+ 28.55%
$37.84 - $42.29 $7.98M - $8.92M
949K $36.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
63.9K
+ 11.55%
$76.94 - $78.28 $4.92M - $5M
617K $48.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
262K
+ 36.38%
$27.56 - $32.1 $7.21M - $8.4M
981K $27.6M
AAPL
Apple Inc.

Technology
71.8K
+ 19.26%
$209.68 - $247.1 $15.1M - $17.8M
445K $98.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
98.3K
+ 2.16%
$39.96 - $43.3 $3.93M - $4.26M
4.65M $192M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
119K
+ 71.96%
$40.79 - $42.32 $4.85M - $5.03M
284K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.53K
+ 5.35%
$442.66 - $534.52 $1.12M - $1.35M
49.7K $26.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
66.1K
+ 73.26%
$71.17 - $73.66 $4.7M - $4.87M
156K $11.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
104K
+ 13.95%
$25.54 - $28.79 $2.65M - $2.99M
848K $23.5M
GOOG
Alphabet Inc.

Communication Services
37.7K
+ 75.04%
$156.06 - $207.71 $5.89M - $7.84M
88K $13.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
57.4K
+ 30.3%
$58.01 - $64.46 $3.33M - $3.7M
247K $15.3M
LLY
Eli Lilly & CO

Healthcare
3.37K
+ 27.75%
$725.72 - $929.72 $2.44M - $3.13M
15.5K $12.8M
IAU
Ishares Gold Trust

ETFs
53.7K
+ 223.73%
$49.74 - $58.96 $2.67M - $3.17M
77.7K $4.58M
AVDE
American Centy ETF Tr Avantis

ETFs
33.6K
+ 14.96%
$60.63 - $68.55 $2.04M - $2.31M
259K $17.1M
VTV
Vanguard Value ETF

ETFs
17.4K
+ 20.86%
$167.73 - $179.21 $2.92M - $3.12M
101K $17.4M
DFAE
Dimensional ETF Tr

ETFs
110K
+ 18.19%
$24.64 - $26.86 $2.71M - $2.96M
715K $18.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.26K
+ 50.14%
$551.42 - $612.93 $3.45M - $3.83M
18.7K $10.5M
FNDA
Schwab Fundamental U S Small C

ETFs
113K
+ 130.05%
$26.87 - $30.99 $3.04M - $3.5M
200K $5.47M
GD
General Dynamics Corp

Industrials
10.3K
+ 237.63%
$241.94 - $272.58 $2.5M - $2.82M
14.7K $4.01M
LPLA
Lpl Financial Holdings Inc.

Financial Services
8.42K
+ 8.05%
$308.87 - $383.33 $2.6M - $3.23M
113K $36.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.82K
+ 65.6%
$522.96 - $601.18 $3.05M - $3.5M
14.7K $7.84M
DFAR
Dimensional ETF Tr Dimensional

ETFs
114K
+ 183.41%
$22.35 - $24.52 $2.54M - $2.79M
176K $4.18M
FHN
First Horizon Corp

Financial Services
138K
New
$17.7 - $22.43 $2.45M - $3.1M
138K $2.68M
VEA
Vanguard Ftse Developed Market

ETFs
12.5K
+ 1.99%
$47.4 - $52.99 $594K - $665K
644K $32.7M
UMBF
Umb Financial Corp

Financial Services
25.1K
New
$98.0 - $122.56 $2.46M - $3.08M
25.1K $2.54M
JPM
Jpmorgan Chase & CO

Financial Services
8.36K
+ 12.63%
$225.19 - $279.95 $1.88M - $2.34M
74.6K $18.3M
AVUS
American Centy ETF Tr Avantis

ETFs
39.4K
+ 14.5%
$90.7 - $101.57 $3.58M - $4.01M
311K $28.8M
V
Visa Inc.

Financial Services
2.79K
+ 8.3%
$306.92 - $362.71 $855K - $1.01M
36.4K $12.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
26.4K
+ 86.65%
$78.0 - $84.37 $2.06M - $2.23M
56.9K $4.55M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
24.1K
+ 20.9%
$73.78 - $76.59 $1.78M - $1.85M
140K $10.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
21.5K
+ 288.61%
$87.68 - $94.52 $1.89M - $2.04M
29K $2.72M
Activity Summary
Buys All Purchases 821 New Holdings 273 Increased Positions 548 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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