# BUCKINGHAM STRATEGIC WEALTH, LLC

> Institutional holdings reported to the SEC as of Q2 2024 on Form 13F. CIK 1542421. Source: https://holderbook.com/funds/1542421-buckingham-strategic-wealth-llc/

- Reported value: $9.7B
- Positions: 765
- Weight of the ten largest: 53.6%
- Filed: 2024-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.2B | 37,304,289 | 12.4% | 13 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $645.1M | 12,437,755 | 6.7% | 13 |
| EA SERIES TRUST | [BSVO](https://holderbook.com/stocks/BSVO/) | $594.1M | 29,161,409 | 6.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $566.6M | 14,427,184 | 5.9% | 9 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $468.3M | 7,957,417 | 4.8% | 13 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $423.9M | 3,568,902 | 4.4% | 23 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $401.4M | 11,169,824 | 4.2% | 12 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $384.5M | 6,603,169 | 4.0% | 16 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $285.6M | 11,234,134 | 3.0% | 12 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $204.0M | 762,645 | 2.1% | 23 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $167.6M | 2,580,173 | 1.7% | 17 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $163.7M | 2,724,127 | 1.7% | 13 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $155.2M | 1,729,579 | 1.6% | 18 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $151.1M | 2,301,998 | 1.6% | 14 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $125.6M | 596,531 | 1.3% | 23 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $116.5M | 2,400,318 | 1.2% | 23 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $114.8M | 209,830 | 1.2% | 23 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $111.6M | 1,455,384 | 1.2% | 23 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $105.8M | 3,959,902 | 1.1% | 8 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $97.6M | 2,077,571 | 1.0% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $89.8M | 200,865 | 0.9% | 23 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $84.7M | 3,149,744 | 0.9% | 9 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $67.2M | 2,099,693 | 0.7% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $67.0M | 132,946 | 0.7% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $63.8M | 330,228 | 0.7% | 23 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $63.8M | 1,291,556 | 0.7% | 23 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $62.0M | 1,654,643 | 0.6% | 13 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $61.8M | 1,153,964 | 0.6% | 23 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $60.3M | 2,414,455 | 0.6% | 5 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $57.1M | 1,196,198 | 0.6% | 4 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $55.2M | 2,098,783 | 0.6% | 8 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $50.4M | 950,885 | 0.5% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $50.1M | 274,908 | 0.5% | 23 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $48.3M | 418,437 | 0.5% | 17 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $44.9M | 110,261 | 0.5% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $43.1M | 235,086 | 0.4% | 23 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $42.7M | 1,482,678 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $41.9M | 1,413,867 | 0.4% | 11 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $39.8M | 109,062 | 0.4% | 23 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $39.2M | 72,099 | 0.4% | 23 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $37.8M | 207,143 | 0.4% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $36.9M | 298,957 | 0.4% | 23 |
| CASS INFORMATION SYS INC | [CASS](https://holderbook.com/stocks/CASS/) | $33.6M | 838,249 | 0.3% | 21 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $33.5M | 765,199 | 0.3% | 23 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $33.2M | 550,771 | 0.3% | 23 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $33.1M | 1,258,776 | 0.3% | 9 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $32.1M | 602,940 | 0.3% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $30.6M | 185,505 | 0.3% | 23 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $30.4M | 60,719 | 0.3% | 23 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $30.3M | 336,405 | 0.3% | 11 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $30.1M | 488,195 | 0.3% | 23 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $27.4M | 92,177 | 0.3% | 23 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $26.7M | 166,616 | 0.3% | 23 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $25.7M | 993,107 | 0.3% | 12 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $25.1M | 307,168 | 0.3% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $24.8M | 215,126 | 0.3% | 23 |
| JOHN HANCOCK EXCHANGE TRADED | [JHMM](https://holderbook.com/stocks/JHMM/) | $24.6M | 447,352 | 0.3% | 15 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $23.2M | 114,498 | 0.2% | 23 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $21.3M | 271,971 | 0.2% | 18 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $20.6M | 197,126 | 0.2% | 23 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $20.5M | 95,588 | 0.2% | 23 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $19.6M | 289,557 | 0.2% | 18 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $19.3M | 105,583 | 0.2% | 23 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $19.1M | 312,105 | 0.2% | 18 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $19.0M | 227,400 | 0.2% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.8M | 20,767 | 0.2% | 23 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $18.3M | 668,393 | 0.2% | 11 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $17.9M | 37,358 | 0.2% | 9 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $17.9M | 33,401 | 0.2% | 23 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $17.0M | 97,675 | 0.2% | 23 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $16.2M | 146,901 | 0.2% | 9 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $16.1M | 250,329 | 0.2% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $16.0M | 80,746 | 0.2% | 23 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $15.9M | 51,500 | 0.2% | 23 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $15.5M | 90,391 | 0.2% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $14.0M | 113,108 | 0.1% | 23 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $13.7M | 214,680 | 0.1% | 23 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $13.5M | 36,210 | 0.1% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $13.5M | 66,707 | 0.1% | 23 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $12.9M | 222,450 | 0.1% | 15 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $12.8M | 25,088 | 0.1% | 23 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $12.6M | 86,032 | 0.1% | 23 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $12.1M | 113,324 | 0.1% | 23 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $12.0M | 55,111 | 0.1% | 23 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $12.0M | 311,574 | 0.1% | 23 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $11.8M | 20,862 | 0.1% | 23 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $11.5M | 242,582 | 0.1% | 22 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $11.4M | 145,140 | 0.1% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $11.3M | 7,013 | 0.1% | 23 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $11.0M | 12,890 | 0.1% | 23 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $10.9M | 31,573 | 0.1% | 23 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $10.8M | 65,206 | 0.1% | 23 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $10.5M | 129,629 | 0.1% | 23 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $10.4M | 57,392 | 0.1% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $10.4M | 17 | 0.1% | 23 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $10.0M | 22,444 | 0.1% | 15 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $9.9M | 38,887 | 0.1% | 23 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $9.2M | 88,934 | 0.1% | 23 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $9.2M | 88,817 | 0.1% | 9 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $9.2M | 296,235 | 0.1% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2024 | -0.3% | +4.0% | -4.3% | 100% |
| Q1 2024 | +6.2% | +10.0% | -3.8% | 100% |
| Q4 2023 | +10.4% | +11.2% | -0.8% | 100% |
| Q3 2023 | -2.5% | -3.6% | +1.1% | 100% |
| Q2 2023 | +4.5% | +8.3% | -3.8% | 104% |
| Q1 2023 | +4.5% | +7.0% | -2.6% | 100% |
| Q4 2022 | +8.9% | +7.1% | +1.9% | 100% |
| Q3 2022 | -5.7% | -5.3% | -0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2024 | $9.7B | 765 |
| Q1 2024 | $9.5B | 755 |
| Q4 2023 | $8.4B | 720 |
| Q3 2023 | $7.1B | 686 |
| Q2 2023 | $7.0B | 698 |
| Q1 2023 | $5.5B | 624 |
| Q4 2022 | $5.5B | 626 |
| Q3 2022 | $4.9B | 608 |
| Q2 2022 | $5.1B | 609 |
| Q1 2022 | $5.1B | 597 |
| Q4 2021 | $5.2B | 599 |
| Q3 2021 | $4.9B | 589 |