Buckingham Strategic Partners Reduced Holdings in Q3 2025

Buckingham Strategic Partners

  • $8.25 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.4M
- 28.25%
$36.04 - $38.78 $158M - $170M
11.2M $431M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-760K
- 16.74%
$41.91 - $44.87 $31.8M - $34.1M
3.78M $169M
DFIV
Dimensional ETF Tr

ETFs
-783K
- 14.07%
$42.66 - $46.53 $33.4M - $36.4M
4.79M $221M
VGSH
Vanguard

ETFs
-246K
- 78.15%
$58.43 - $58.88 $14.4M - $14.5M
68.7K $4.04M
AVEM
American Centy ETF Tr Avantis

ETFs
-211K
- 44.6%
$68.33 - $75.41 $14.4M - $15.9M
262K $19.6M
DFAX
Dimensional ETF Tr
-633K
- 17.2%
$29.25 - $31.56 $18.5M - $20M
3.05M $95.6M
AVDE
American Centy ETF Tr Avantis

ETFs
-135K
- 50.78%
$73.24 - $79.04 $9.89M - $10.7M
131K $10.3M
AVUS
American Centy ETF Tr Avantis

ETFs
-105K
- 34.06%
$101.2 - $109.16 $10.7M - $11.5M
204K $22.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-484K
- 9.97%
$53.36 - $59.69 $25.9M - $28.9M
4.38M $255M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-227K
- 25.13%
$30.76 - $33.01 $6.97M - $7.48M
675K $22.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-68.3K
- 67.11%
$79.39 - $90.39 $5.42M - $6.17M
33.5K $2.97M
AVSC
American Centy ETF Tr Avantis
-101K
- 81.62%
$51.33 - $58.63 $5.16M - $5.9M
22.6K $1.3M
AOA
Ishares Tr Core Aggressive All

ETFs
-59.5K
- 89.96%
$82.71 - $88.14 $4.92M - $5.25M
6.64K $585K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-130K
- 87.17%
$33.26 - $34.01 $4.32M - $4.42M
19.1K $647K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-58.7K
- 75.11%
$72.65 - $78.68 $4.26M - $4.62M
19.4K $1.52M
EFV
Msci Eafe Value ETF

ETFs
-80.6K
- 21.43%
$62.79 - $68.42 $5.06M - $5.52M
296K $20.1M
IWN
Ishares Russell2000 Val ETF

ETFs
-27.3K
- 50.5%
$157.1 - $178.94 $4.28M - $4.88M
26.7K $4.72M
DE
Deere & CO

Industrials
-6.11K
- 88.71%
$457.26 - $524.37 $2.79M - $3.2M
777 $355K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-62.9K
- 85.01%
$45.6 - $46.92 $2.87M - $2.95M
11.1K $518K
ABT
Abbott Laboratories

Healthcare
-18.6K
- 85.61%
$120.51 - $136.62 $2.24M - $2.54M
3.13K $418K
CASY
Caseys General Stores Inc

Consumer Cyclical
-4.98K
- 87.84%
$494.52 - $565.32 $2.46M - $2.81M
689 $389K
MA
Mastercard Inc

Financial Services
-4.34K
- 32.88%
$550.18 - $598.96 $2.39M - $2.6M
8.86K $5.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-61.5K
- 22.53%
$39.8 - $42.86 $2.45M - $2.64M
212K $9.05M
DISV
Dimensional ETF Tr Dimensional

ETFs
-252K
- 10.0%
$32.78 - $35.79 $8.26M - $9.02M
2.27M $81M
VIG
Vanguard Dividend Appreciation

ETFs
-10.6K
- 15.07%
N/A
59.8K $10.9M
AOR
Ishares Tr Core Growth Allocat

ETFs
-31.3K
- 67.4%
$60.99 - $64.39 $1.91M - $2.01M
15.1K $973K
REET
Ishares Global Reit ETF

ETFs
-70.9K
- 84.29%
$24.45 - $25.91 $1.73M - $1.84M
13.2K $337K
FTNT
Fortinet, Inc.

Technology
-11.2K
- 31.19%
$74.39 - $107.65 $836K - $1.21M
24.8K $2.08M
IXUS
Ishares Tr

ETFs
-25.4K
- 30.36%
$76.35 - $82.58 $1.94M - $2.09M
58.2K $4.8M
FNDC
Schwab Fundamental Intl Small

ETFs
-38.5K
- 72.88%
$41.81 - $45.21 $1.61M - $1.74M
14.3K $638K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-16.4K
- 65.41%
$98.99 - $112.2 $1.63M - $1.84M
8.69K $960K
VT
Vanguard Total World Stk Index

ETFs
-12.6K
- 57.26%
$128.41 - $138.03 $1.61M - $1.74M
9.39K $1.29M
V
Visa Inc.

Financial Services
-2.97K
- 8.75%
$332.09 - $358.86 $987K - $1.07M
31K $10.6M
IEFA
Ishares Tr

ETFs
-19.5K
- 29.08%
$81.7 - $87.53 $1.6M - $1.71M
47.6K $4.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-6.46K
- 87.52%
$225.11 - $247.9 $1.45M - $1.6M
921 $227K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-60.9K
- 21.41%
$32.53 - $35.69 $1.98M - $2.17M
223K $7.93M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 50.0%
$692600.0 - $759798.0 $1.39M - $1.52M
2 $1.51M
FNDF
Schwab Fundamental Intl Large

ETFs
-34.3K
- 71.81%
$39.84 - $43.15 $1.37M - $1.48M
13.5K $578K
VOE
Vanguard Mid Cap Value Index F

ETFs
-10.1K
- 23.51%
$164.63 - $174.58 $1.66M - $1.76M
32.8K $5.73M
EPD
Enterprise Products Partners L.P.

Energy
-42.7K
- 86.02%
$30.74 - $32.14 $1.31M - $1.37M
6.94K $216K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-58.1K
- 29.68%
$22.9 - $24.1 $1.33M - $1.4M
138K $3.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-24.1K
- 72.07%
$54.35 - $59.32 $1.31M - $1.43M
9.36K $553K
MNST
Monster Beverage Corp

Consumer Defensive
-18.7K
- 75.43%
$58.65 - $67.31 $1.1M - $1.26M
6.1K $410K
KO
Coca Cola CO

Consumer Defensive
-12.1K
- 18.78%
$65.67 - $71.67 $797K - $870K
52.5K $3.48M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-25.9K
- 20.48%
$41.43 - $44.2 $1.07M - $1.14M
100K $4.44M
KMB
Kimberly Clark Corp

Consumer Defensive
-7.05K
- 56.92%
$121.72 - $136.77 $858K - $964K
5.33K $662K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-3.43K
- 80.61%
$259.44 - $278.65 $889K - $954K
824 $213K
EFG
Msci Eafe Growth ETF

ETFs
-7.69K
- 50.34%
$106.99 - $114.46 $822K - $880K
7.58K $863K
CAH
Cardinal Health Inc

Healthcare
-4.89K
- 68.76%
$146.04 - $167.63 $714K - $819K
2.22K $348K
Activity Summary
Buys All Purchases 863 New Holdings 211 Increased Positions 652 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 0 Puts 0
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