Buckingham Strategic Wealth, LLC Incresed Positions in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
377K
+ 11.82%
$108.78 - $119.23 $41M - $45M
3.57M $424M
DFUS
Dimensional ETF Tr U S Equity

ETFs
302K
+ 3.94%
$53.83 - $59.14 $16.2M - $17.8M
7.96M $468M
VGIT
Vanguard Intermediate Term Tre

ETFs
577K
+ 9.57%
$57.14 - $58.53 $33M - $33.8M
6.6M $385M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
783K
+ 24.66%
$24.84 - $27.2 $19.5M - $21.3M
3.96M $106M
DFSD
Dimensional ETF Tr Short Durat

ETFs
501K
+ 31.79%
$46.64 - $47.15 $23.4M - $23.6M
2.08M $97.6M
AVDV
American Centy ETF Tr Avantis

ETFs
316K
+ 13.94%
$63.81 - $68.36 $20.1M - $21.6M
2.58M $168M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
272K
+ 29.49%
$47.4 - $48.0 $12.9M - $13.1M
1.2M $57.1M
NVDA
Nvidia Corp

Technology
272K
+ 1014.93%
$118.11 - $1224.4 $32.1M - $333M
299K $36.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
238K
+ 11.54%
$64.09 - $68.74 $15.3M - $16.4M
2.3M $151M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
189K
+ 8.53%
$47.74 - $48.54 $9M - $9.15M
2.4M $117M
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 0.53%
$150.53 - $185.41 $217K - $267K
275K $50.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
239K
+ 12.83%
$29.72 - $32.4 $7.1M - $7.74M
2.1M $67.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
327K
+ 18.46%
$25.66 - $27.34 $8.39M - $8.94M
2.1M $55.2M
MSFT
Microsoft Corp

Technology
4.46K
+ 2.27%
$389.33 - $452.85 $1.74M - $2.02M
201K $89.8M
VTI
Vanguard Total Stock Market Et

ETFs
4.42K
+ 0.58%
$245.23 - $269.4 $1.08M - $1.19M
763K $204M
DFSV
Dimensional ETF Tr Dimensional

ETFs
267K
+ 21.94%
$27.81 - $30.13 $7.42M - $8.04M
1.48M $42.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
151K
+ 13.66%
$25.73 - $27.44 $3.89M - $4.15M
1.26M $33.1M
IEMG
Ishares Inc

ETFs
23.3K
+ 2.06%
$50.02 - $54.95 $1.17M - $1.28M
1.15M $61.8M
LLY
Eli Lilly & CO

Healthcare
104
+ 0.5%
$724.87 - $909.04 $75.4K - $94.5K
20.8K $18.8M
COST
Costco Wholesale Corp

Consumer Defensive
644
+ 5.26%
$704.88 - $870.75 $454K - $561K
12.9K $11M
DFAI
Dimensional ETF Tr

ETFs
87.6K
+ 6.61%
$28.93 - $30.91 $2.54M - $2.71M
1.41M $41.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
+ 3.13%
$414.65 - $485.21 $470K - $550K
37.4K $17.9M
SHV
Ishares Tr

ETFs
14.8K
+ 11.24%
$110.04 - $110.51 $1.63M - $1.64M
147K $16.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 0.29%
$495.16 - $548.49 $102K - $112K
72.1K $39.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
752
+ 1.25%
$455.1 - $504.28 $342K - $379K
60.7K $30.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11K
+ 2.71%
$113.43 - $115.88 $1.25M - $1.28M
418K $48.3M
VUG
Vanguard Growth ETF

ETFs
98
+ 0.27%
$322.46 - $377.11 $31.6K - $37K
36.2K $13.5M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
36.6K
+ 34.74%
$26.31 - $27.9 $963K - $1.02M
142K $3.88M
VGT
Vanguard Information Technolog

ETFs
1.06K
+ 17.48%
$479.9 - $588.82 $508K - $623K
7.11K $4.1M
CMF
Ishares California Muni Bond E

ETFs
16.5K
+ 46.64%
$56.38 - $57.26 $928K - $942K
51.8K $2.94M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.65K
+ 9.09%
$87.24 - $97.37 $580K - $648K
79.8K $7.71M
VEA
Vanguard Ftse Developed Market

ETFs
35.7K
+ 2.84%
$47.83 - $51.21 $1.71M - $1.83M
1.29M $63.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11K
+ 179.18%
$60.18 - $70.42 $663K - $776K
17.2K $1.2M
ORCL
Oracle Corp

Technology
1.24K
+ 3.32%
$113.75 - $144.64 $141K - $179K
38.5K $5.44M
PSN
Parsons Corp

Industrials
9.26K
+ 49.66%
$74.01 - $84.28 $685K - $780K
27.9K $2.28M
ADBE
Adobe Inc.

Technology
588
+ 8.03%
$439.02 - $555.54 $258K - $327K
7.91K $4.39M
AVUS
American Centy ETF Tr Avantis

ETFs
4.52K
+ 1.36%
$84.59 - $90.63 $382K - $409K
336K $30.3M
AVDE
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.78%
$61.17 - $65.29 $717K - $766K
121K $7.5M
DFAR
Dimensional ETF Tr Dimensional

ETFs
26.7K
+ 13.87%
$20.41 - $22.23 $545K - $594K
219K $4.85M
AMAT
Applied Materials Inc

Technology
1.07K
+ 12.1%
$189.46 - $247.83 $203K - $266K
9.94K $2.35M
T
At&T Inc.

Communication Services
8.36K
+ 3.73%
$16.09 - $19.11 $134K - $160K
233K $4.44M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.57K
+ 29.46%
$154.56 - $173.19 $397K - $445K
11.3K $1.93M
ISRG
Intuitive Surgical Inc

Healthcare
163
+ 1.78%
$366.34 - $445.11 $59.7K - $72.6K
9.3K $4.14M
KLAC
Kla Corp

Technology
91
+ 3.15%
$628.16 - $863.31 $57.2K - $78.6K
2.98K $2.46M
VV
Vanguard Large Cap ETF

ETFs
250
+ 0.69%
$227.27 - $251.65 $56.8K - $62.9K
36.3K $9.06M
ACWI
Ishares Msci Acwi ETF

ETFs
2.61K
+ 4.83%
$104.54 - $112.83 $273K - $294K
56.6K $6.36M
OKE
Oneok Inc

Energy
4.67K
+ 36.12%
$76.92 - $83.01 $359K - $387K
17.6K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
50
+ 0.2%
$439.2 - $524.63 $22K - $26.2K
25.1K $12.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
231
+ 2.49%
$127.7 - $179.69 $29.5K - $41.5K
9.5K $1.65M
Activity Summary
Buys All Purchases 384 New Holdings 56 Increased Positions 328 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 35 Puts 3
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