Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-11-2023 | 03-31-2023 | 628 | 5,500,224,847 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $860,629,014 | 35,446,006 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $555,185,865 | 12,632,215 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 3 | $480,244,605 | 14,344,224 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 4 | $329,314,437 | 10,832,712 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |
