Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | 05-15-2024 | 03-31-2024 | 603 | 3,459,035,928 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $403,787,686 | 12,638,112 | 0.01 | 0.01 | 6,226,000 | 97.10 | 03-31-2024 |
ISHARES TR | CORE S&P TTL STK | 2 | $267,582,737 | 2,320,751 | 0.01 | 0.01 | 516,299 | 28.61 | 03-31-2024 |
EA SERIES TRUST | EA BRIDGEWAY OMN | 3 | $258,186,665 | 12,140,705 | 0.01 | 0.01 | 6,689,866 | 122.73 | 03-31-2024 |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 4 | $203,332,477 | 3,735,668 | 0.01 | 0.01 | 1,042,506 | 38.71 | 03-31-2024 |