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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 151 | $5,128,548 | 68,018 | 0.00 | 0.00 | -44,499 | -39.55 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 152 | $5,017,265 | 119,573 | 0.00 | 0.00 | 12,860 | 12.05 | 03-31-2024 |
| DISNEY WALT CO | COM | 153 | $5,007,142 | 40,921 | 0.00 | 0.00 | -182 | -0.44 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 154 | $4,994,693 | 199,309 | 0.00 | 199,309 | +Inf | 03-31-2024 |
