Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-09-2024 | 03-31-2024 | 762 | 9,473,927,887 |
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 | $1,206,291,691 | 37,755,608 | 0.01 | 0.02 | 2,309,602 | 6.52 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $688,369,365 | 12,646,874 | 0.01 | 0.01 | 14,659 | 0.12 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 3 | $593,310,741 | 14,506,375 | 0.01 | 0.01 | 162,151 | 1.13 | 03-31-2024 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 4 | $588,207,147 | 27,659,250 | 0.01 | 27,659,250 | +Inf | 03-31-2024 |
