Buckingham Strategic Wealth, LLC Sells in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-209K
- 1.65%
$50.18 - $54.47 $10.5M - $11.4M
12.4M $645M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-79.2K
- 0.55%
$38.53 - $40.76 $3.05M - $3.23M
14.4M $567M
DFIV
Dimensional ETF Tr

ETFs
-115K
- 1.02%
$35.5 - $38.02 $4.1M - $4.39M
11.2M $401M
AVUV
American Centy ETF Tr Avantis

ETFs
-22.2K
- 1.27%
$86.93 - $93.77 $1.93M - $2.09M
1.73M $155M
DFAX
Dimensional ETF Tr
-299K
- 2.59%
$24.57 - $26.36 $7.34M - $7.88M
11.2M $286M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-17.7K
- 2.85%
$50.64 - $63.96 $895K - $1.13M
603K $32.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.32K
- 0.08%
$57.42 - $62.37 $133K - $145K
2.72M $164M
NSC
Norfolk Southern Corp

Industrials
-2.26K
- 2.31%
$209.9 - $253.39 $475K - $573K
95.6K $20.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-451K
- 1.2%
$30.09 - $32.37 $13.6M - $14.6M
37.3M $1.2B
VBR
Vanguard Small Cap Value ETF

ETFs
-6.46K
- 3.02%
$177.65 - $191.11 $1.15M - $1.23M
207K $37.8M
EFV
Msci Eafe Value ETF

ETFs
-17.3K
- 1.79%
$52.34 - $56.41 $906K - $976K
951K $50.4M
SUB
Ishares Short Term National Mu

ETFs
-19.1K
- 8.85%
$104.04 - $104.8 $1.99M - $2.01M
197K $20.6M
JHMM
John Hancock Multifactor Mid C

ETFs
-14K
- 3.03%
$53.47 - $57.04 $748K - $798K
447K $24.6M
DE
Deere & CO

Industrials
-3.41K
- 22.58%
$364.98 - $414.02 $1.24M - $1.41M
11.7K $4.37M
PEP
Pepsico Inc

Consumer Defensive
-6.52K
- 9.09%
$163.33 - $183.11 $1.07M - $1.19M
65.2K $10.8M
SHW
Sherwin Williams CO

Basic Materials
-3.23K
- 21.14%
$291.95 - $338.16 $943K - $1.09M
12K $3.59M
JNJ
Johnson & Johnson

Healthcare
-4.21K
- 4.66%
$144.38 - $157.78 $608K - $664K
86K $12.6M
HD
Home Depot, Inc.

Consumer Cyclical
-779
- 2.41%
$325.1 - $368.03 $253K - $287K
31.6K $10.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-30.8K
- 18.65%
$40.79 - $41.97 $1.26M - $1.29M
134K $5.58M
ABBV
Abb Vie Inc.

Healthcare
-2.08K
- 2.25%
$154.79 - $180.76 $321K - $375K
90.4K $15.5M
MRK
Merck & Co., Inc.

Healthcare
-2.9K
- 2.5%
$123.8 - $132.96 $359K - $385K
113K $14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-17.3K
- 1.18%
$75.81 - $76.76 $1.31M - $1.33M
1.46M $112M
VO
Vanguard Mid Cap ETF

ETFs
-3.95K
- 11.47%
$234.99 - $248.98 $929K - $984K
30.5K $7.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-854
- 2.49%
$516.55 - $556.17 $441K - $475K
33.4K $17.9M
IWM
Ishares Russell 2000 ETF

ETFs
-1.26K
- 1.09%
$192.84 - $209.44 $244K - $265K
114K $23.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-20K
- 72.84%
$50.82 - $51.15 $1.01M - $1.02M
7.45K $380K
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 5.56%
$598160.0 - $634030.0 $598K - $634K
17 $10.4M
VB
Vanguard Small Cap ETF

ETFs
-1.88K
- 3.29%
$210.76 - $226.94 $395K - $426K
55.1K $12M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.37K
- 1.89%
$78.61 - $85.97 $344K - $376K
227K $19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.27K
- 4.62%
$78.66 - $83.59 $493K - $524K
130K $10.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.39K
- 0.28%
$60.46 - $64.81 $83.9K - $90K
488K $30.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-13.2K
- 1.93%
$27.14 - $29.24 $357K - $385K
668K $18.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.2K
- 3.23%
$81.05 - $81.66 $830K - $836K
307K $25.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.29K
- 2.29%
$169.4 - $179.05 $387K - $409K
97.7K $17M
USB
Us Bancorp \De\

Financial Services
-271
- 0.16%
$38.45 - $43.95 $10.4K - $11.9K
169K $6.73M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.3K
- 47.97%
$95.11 - $97.92 $789K - $812K
9K $873K
CTAS
Cintas Corp

Industrials
-1.19K
- 60.81%
$658.34 - $714.93 $783K - $851K
767 $537K
CAT
Caterpillar Inc

Industrials
-449
- 2.29%
$321.47 - $379.3 $144K - $170K
19.2K $6.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.12K
- 13.45%
$105.01 - $107.23 $747K - $763K
45.8K $4.89M
IXUS
Ishares Tr

ETFs
-10.1K
- 3.38%
$65.1 - $70.07 $660K - $710K
290K $19.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.51K
- 2.61%
$45.24 - $49.04 $295K - $319K
243K $11.5M
BMY
Bristol Myers Squibb CO

Healthcare
-3.01K
- 6.08%
$40.25 - $52.99 $121K - $159K
46.5K $1.93M
PG
Procter & Gamble CO

Consumer Defensive
-7.53K
- 3.9%
$155.33 - $168.56 $1.17M - $1.27M
186K $30.6M
UNP
Union Pacific Corp

Industrials
-1.8K
- 12.0%
$221.38 - $247.4 $398K - $445K
13.2K $2.99M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.5K
- 2.74%
$100.16 - $107.88 $251K - $270K
88.8K $9.19M
SPGI
S&P Global Inc.

Financial Services
-2.56K
- 10.24%
$408.56 - $448.91 $1.05M - $1.15M
22.4K $10M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.63K
- 35.08%
$91.42 - $91.82 $606K - $609K
12.3K $1.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.34K
- 1.54%
$94.12 - $102.13 $126K - $137K
85.6K $8.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.19K
- 34.77%
$79.92 - $84.63 $574K - $608K
13.5K $1.13M
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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