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Super Investors BUCKINGHAM STRATEGIC WEALTH, LLC
BS

BUCKINGHAM STRATEGIC WEALTH, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$9.66B
Positions
805
Quarter ended
June 30, 2024
Filed
August 12, 2024

Reported portfolio value by quarter (45 quarters reported)

$9.66B $177M
Q2 13 Q3 15 Q4 17 Q1 20 Q2 22 Q2 24

$177M in Q2 2013 → $9.66B now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2024. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 12.4% Trimmed 1.2% 37,304,289 $1.2B
DE Dimensional ETF Trust 6.7% Trimmed 1.7% 12,437,755 $645M
ES Ea Series Trust 6.1% Added 5.4% 29,161,409 $594M
DE Dimensional ETF Trust 5.9% Trimmed 0.5% 14,427,184 $567M
DE Dimensional ETF Trust 4.8% Added 3.9% 7,957,417 $468M
IT Ishares Tr 4.4% Added 12% 3,568,902 $424M
DE Dimensional ETF Trust 4.2% Trimmed 1.0% 11,169,824 $401M
VS Vanguard Scottsdale Fds 4.0% Added 9.6% 6,603,169 $385M
DE Dimensional ETF Trust 3.0% Trimmed 2.6% 11,234,134 $286M
VI Vanguard Index Fds 2.1% Added 0.6% 762,645 $204M
AC American Centy ETF Tr 1.7% Added 14% 2,580,173 $168M
DE Dimensional ETF Trust 1.7% Trimmed 0.1% 2,724,127 $164M
AC American Centy ETF Tr 1.6% Trimmed 1.3% 1,729,579 $155M
IT Ishares Tr 1.6% Added 12% 2,301,998 $151M
Apple Inc 1.3% Trimmed 4.3% 596,531 $126M
VM Vanguard Malvern Fds 1.2% Added 8.5% 2,400,318 $117M
IT Ishares Tr 1.2% Trimmed 1.5% 209,830 $115M
VB Vanguard Bd Index Fds 1.2% Trimmed 1.2% 1,455,384 $112M
DE Dimensional ETF Trust 1.1% Added 25% 3,959,902 $106M
DE Dimensional ETF Trust 1.0% Added 32% 2,077,571 $97.6M
Microsoft Corp 0.9% Added 2.3% 200,865 $89.8M
DE Dimensional ETF Trust 0.9% Added 13% 3,149,744 $84.7M
DE Dimensional ETF Trust 0.7% Added 13% 2,099,693 $67.2M
Meta Platforms Inc 0.7% Trimmed 1.3% 132,946 $67M
VT Vanguard Tax-managed Fds 0.7% Added 2.8% 1,291,556 $63.8M
Amazon Com Inc 0.7% Trimmed 0.1% 330,228 $63.8M
DE Dimensional ETF Trust 0.6% Trimmed 0.6% 1,654,643 $62M
I Ishares Inc 0.6% Added 2.1% 1,153,964 $61.8M
DE Dimensional ETF Trust 0.6% Added 18% 2,414,455 $60.3M
DE Dimensional ETF Trust 0.6% Added 29% 1,196,198 $57.1M
DE Dimensional ETF Trust 0.6% Added 18% 2,098,783 $55.2M
IT Ishares Tr 0.5% Trimmed 1.8% 950,885 $50.4M
Alphabet Inc 0.5% Added 0.5% 274,908 $50.1M
IT Ishares Tr 0.5% Added 2.7% 418,437 $48.3M
BH Berkshire Hathaway Inc Del 0.5% Added 0.3% 110,261 $44.9M
Alphabet Inc 0.4% Trimmed 0.8% 235,086 $43.1M
DE Dimensional ETF Trust 0.4% Added 22% 1,482,678 $42.7M
DE Dimensional ETF Trust 0.4% Added 6.6% 1,413,867 $41.9M
IT Ishares Tr 0.4% Trimmed 0.5% 109,062 $39.8M
SS SPDR S&P 500 ETF Tr 0.4% Added 0.3% 72,099 $39.2M
VI Vanguard Index Fds 0.4% Trimmed 3.0% 207,143 $37.8M
Nvidia Corporation 0.4% Added 1015% 298,957 $36.9M
CI Cass Information Sys Inc 0.3% Unchanged 838,249 $33.6M
VI Vanguard Intl Equity Index F 0.3% Trimmed 0.6% 765,199 $33.5M
VS Vanguard Star Fds 0.3% Added 0.3% 550,771 $33.2M
DE Dimensional ETF Trust 0.3% Added 14% 1,258,776 $33.1M
GB Grayscale Bitcoin Tr Btc 0.3% Trimmed 2.8% 602,940 $32.1M
PA Procter And Gamble Co 0.3% Trimmed 3.9% 185,505 $30.6M
VI Vanguard Index Fds 0.3% Added 1.3% 60,719 $30.4M
AC American Centy ETF Tr 0.3% Added 1.4% 336,405 $30.3M
IT Ishares Tr 0.3% Trimmed 0.3% 488,195 $30.1M
IT Ishares Tr 0.3% Trimmed 0.3% 92,177 $27.4M
VI Vanguard Index Fds 0.3% Trimmed 7.8% 166,616 $26.7M
DE Dimensional ETF Trust 0.3% Trimmed 0.4% 993,107 $25.7M
IT Ishares Tr 0.3% Trimmed 3.2% 307,168 $25.1M
Exxon Mobil Corp 0.3% Added 0.1% 215,126 $24.8M
JH John Hancock Exchange Traded 0.3% Trimmed 3.0% 447,352 $24.6M
IT Ishares Tr 0.2% Trimmed 1.1% 114,498 $23.2M
SS SPDR Ser Tr 0.2% Added 4.5% 271,971 $21.3M
IT Ishares Tr 0.2% Trimmed 8.8% 197,126 $20.6M

Showing top 60 of 805 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2024

quarter ended June 30, 2024 · filed August 12, 2024

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +377,230 +$44.8M 4.4%
Nvidia Corporation Added +272,143 +$33.6M 0.4%
VS Vanguard Scottsdale Fds Added +576,791 +$33.6M 4.0%
ES Ea Series Trust Added +1,502,159 +$30.6M 6.1%
DE Dimensional ETF Trust Added +501,191 +$23.6M 1.0%
DE Dimensional ETF Trust Added +783,290 +$20.9M 1.1%
AC American Centy ETF Tr Added +315,602 +$20.5M 1.7%
DE Dimensional ETF Trust Added +301,723 +$17.8M 4.8%
IT Ishares Tr Added +238,110 +$15.6M 1.6%
DE Dimensional ETF Trust Trimmed −451,319 −$14.6M 12.4%

Showing the 10 largest of 787 changes.

Q1 2024

quarter ended March 31, 2024 · filed May 09, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +1,614,498 +$92M 4.6%
IT Ishares Tr Added +601,539 +$69.4M 3.9%
ES Ea Series Trust Added +1,971,770 +$41.9M 6.2%
VS Vanguard Scottsdale Fds Added +714,504 +$41.8M 3.7%
GB Grayscale Bitcoin Tr Btc New +620,619 +$39.2M 0.4%
DE Dimensional ETF Trust Added +1,110,170 +$35.1M 0.6%
AC American Centy ETF Tr Added +531,775 +$35M 1.6%
DE Dimensional ETF Trust Added +1,307,344 +$33.3M 0.9%
DE Dimensional ETF Trust Added +641,609 +$30.2M 0.8%
DE Dimensional ETF Trust Added +1,048,279 +$28.2M 0.5%

Showing the 10 largest of 740 changes.

Q4 2023

quarter ended December 31, 2023 · filed February 14, 2024

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +705,523 +$74.2M 3.2%
AC American Centy ETF Tr Added +1,000,273 +$62.5M 1.3%
ES Ea Series Trust Added +2,885,893 +$60.6M 6.4%
VS Vanguard Scottsdale Fds Added +613,932 +$36.4M 3.7%
DE Dimensional ETF Trust Added +765,902 +$36M 0.5%
IT Ishares Tr Added +74,570 +$35.6M 1.2%
DE Dimensional ETF Trust Added +683,991 +$33.2M 0.4%
DE Dimensional ETF Trust Added +1,268,261 +$32.9M 0.5%
DE Dimensional ETF Trust Added +600,275 +$31.1M 3.7%
DE Dimensional ETF Trust Added +1,207,337 +$30.1M 0.6%

Showing the 10 largest of 702 changes.

Q3 2023

quarter ended September 30, 2023 · filed November 13, 2023

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +276,524 +$26M 2.5%
ES Ea Series Trust Added +1,282,179 +$23.4M 5.9%
VS Vanguard Scottsdale Fds Added +378,781 +$21.6M 3.8%
VI Vanguard Index Fds Added +56,323 +$12M 2.1%
IT Ishares Tr Added +181,689 +$10.6M 1.0%
DE Dimensional ETF Trust Added +403,888 +$9.6M 0.5%
DE Dimensional ETF Trust Added +402,634 +$9.39M 0.2%
DE Dimensional ETF Trust Added +350,032 +$9.17M 13.9%
DE Dimensional ETF Trust Added +401,493 +$9M 0.1%
DE Dimensional ETF Trust Added +186,312 +$8.67M 3.6%

Showing the 10 largest of 662 changes.

Q2 2023

quarter ended June 30, 2023 · filed August 11, 2023

Company Action Shares changed Value of change % of portfolio
ES Ea Series Trust New +21,519,408 +$384M 5.5%
AC American Centy ETF Tr Added +1,149,949 +$89.2M 1.7%
IT Ishares Tr Added +496,653 +$48.6M 2.2%
DE Dimensional ETF Trust Added +1,779,453 +$48.3M 14.4%
IT Ishares Tr Added +379,339 +$23.2M 0.9%
PA Procter And Gamble Co Added +142,258 +$21.6M 0.4%
VI Vanguard Index Fds Added +94,045 +$20.7M 2.0%
VS Vanguard Scottsdale Fds Added +330,160 +$19.4M 3.6%
VB Vanguard Bd Index Fds Added +202,983 +$15.3M 1.7%
DE Dimensional ETF Trust Added +459,630 +$15.1M 5.3%

Showing the 10 largest of 690 changes.

Q1 2023

quarter ended March 31, 2023 · filed May 11, 2023

Company Action Shares changed Value of change % of portfolio
Linde PLC Exited −5,559 −$1.81M —
Svb Financial Group Exited −3,240 −$746K —
Linde PLC Exited −200 −$1.12K —

Q4 2022

quarter ended December 31, 2022 · filed February 13, 2023

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +676,655 +$29.7M 10.1%
DE Dimensional ETF Trust Added +1,067,107 +$25.9M 15.6%
DE Dimensional ETF Trust Added +471,987 +$14.3M 6.0%
DE Dimensional ETF Trust Added +577,510 +$12.5M 4.4%
DE Dimensional ETF Trust Added +499,396 +$11.1M 0.3%
I Ishares Inc Added +206,651 +$9.65M 0.5%
DE Dimensional ETF Trust Added +426,351 +$9.36M 0.3%
AC American Centy ETF Tr Added +152,889 +$8.46M 0.5%
DE Dimensional ETF Trust Added +203,686 +$6.82M 8.7%
VT Vanguard Tax-managed Fds Added +159,995 +$6.71M 0.6%

Showing the 10 largest of 625 changes.

Q3 2022

quarter ended September 30, 2022 · filed November 07, 2022

Company Action Shares changed Value of change % of portfolio
Alphabet Inc Added +267,301 +$25.6M 0.5%
Alphabet Inc Added +214,287 +$20.6M 0.4%
Tesla Inc Added +75,016 +$19.9M 0.5%
DE Dimensional ETF Trust Added +600,674 +$15.1M 0.7%
IT Ishares Tr Added +178,911 +$14.2M 1.7%
IT Ishares Tr Added +278,355 +$10.7M 0.8%
VS Vanguard Scottsdale Fds Trimmed −175,517 −$10.2M 4.8%
VB Vanguard Bd Index Fds Added +93,933 +$7.03M 2.0%
IT Ishares Tr Added +138,004 +$7.03M 0.3%
VT Vanguard Tax-managed Fds Added +187,716 +$6.83M 0.4%

Showing the 10 largest of 594 changes.

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