Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC PARTNERS LLC | 02-14-2024 | 12-31-2023 | 413 | 2,085,196,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $189,882,555 | 1,804,452 | 0.01 | 0.01 | 319,173 | 21.49 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $187,426,059 | 6,412,112 | 0.01 | 0.01 | -514,986 | -7.43 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 3 | $140,933,215 | 2,693,162 | 0.01 | 0.01 | -313,965 | -10.44 | 12-31-2023 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 4 | $114,548,301 | 5,450,839 | 0.01 | 0.01 | 6,020 | 0.11 | 12-31-2023 |
