BUCKINGHAM STRATEGIC WEALTH, LLC

PrivateCIK: 1542421

Location

CLAYTON, MO

765

Positions

$9.66B

Total AUM (reported)

205.96M

Total Shares

Allocation by class

US CORE EQUITY 2$1.20B12.4%

COM$1.05B10.9%

US TARGETED VLU$645.15M6.7%

EA BRIDGEWAY OMN$594.08M6.1%

US MKTWIDE VALUE$566.56M5.9%

US EQUITY ETF$468.29M4.8%

CORE S&P TTL STK$423.91M4.4%

Portfolio Concentration

Top 3$2.44B25.3%

4–10$2.73B28.3%

11–25$1.68B17.4%

Rest$2.80B29.0%

Top 3 weight

25.3%

Top 10 weight

53.6%

Voting Authority Distribution

Total shares with voting rights: 205.96M

Sole

Full voting authority

301.69K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

205.66M

% of voting shares99.9%

Investment Discretion (by position count)

Sole765

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings765

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares37.30M

TypeSH

Market value$1.20B

12.45%

Sole

38.49K

Shared

0.00

None

37.27M

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares12.44M

TypeSH

Market value$645.15M

6.68%

Sole

16.57K

Shared

0.00

None

12.42M

EA SERIES TRUST

SOLE

EA BRIDGEWAY OMN

Shares29.16M

TypeSH

Market value$594.08M

6.15%

Sole

64.37K

Shared

0.00

None

29.10M

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares14.43M

TypeSH

Market value$566.56M

5.86%

Sole

15.37K

Shared

0.00

None

14.41M

DIMENSIONAL ETF TRUST

SOLE

US EQUITY ETF

Shares7.96M

TypeSH

Market value$468.29M

4.85%

Sole

17.70K

Shared

0.00

None

7.94M

ISHARES TR

SOLE

CORE S&P TTL STK

Shares3.57M

TypeSH

Market value$423.91M

4.39%

Sole

0.00

Shared

0.00

None

3.57M

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares11.17M

TypeSH

Market value$401.44M

4.15%

Sole

22.12K

Shared

0.00

None

11.15M

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares6.60M

TypeSH

Market value$384.50M

3.98%

Sole

18.27K

Shared

0.00

None

6.58M

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares11.23M

TypeSH

Market value$285.57M

2.96%

Sole

3.77K

Shared

0.00

None

11.23M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares762.64K

TypeSH

Market value$204.02M

2.11%

Sole

1.61K

Shared

0.00

None

761.04K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares2.58M

TypeSH

Market value$167.58M

1.73%

Sole

3.61K

Shared

0.00

None

2.58M

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares2.72M

TypeSH

Market value$163.67M

1.69%

Sole

8.79K

Shared

0.00

None

2.72M

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares1.73M

TypeSH

Market value$155.18M

1.61%

Sole

588.00

Shared

0.00

None

1.73M

ISHARES TR

SOLE

CORE MSCI INTL

Shares2.30M

TypeSH

Market value$151.10M

1.56%

Sole

42.00

Shared

0.00

None

2.30M

APPLE INC

SOLE

COM

Shares596.73K

TypeSH

Market value$125.64M

1.30%

Sole

751.00

Shared

0.00

None

595.98K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares2.40M

TypeSH

Market value$116.51M

1.21%

Sole

12.47K

Shared

0.00

None

2.39M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares209.83K

TypeSH

Market value$114.83M

1.19%

Sole

238.00

Shared

0.00

None

209.59K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares1.46M

TypeSH

Market value$111.63M

1.16%

Sole

5.34K

Shared

0.00

None

1.45M

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares3.96M

TypeSH

Market value$105.85M

1.10%

Sole

4.31K

Shared

0.00

None

3.96M

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares2.08M

TypeSH

Market value$97.65M

1.01%

Sole

2.79K

Shared

0.00

None

2.07M

MICROSOFT CORP

SOLE

COM

Shares200.97K

TypeSH

Market value$89.78M

0.93%

Sole

324.00

Shared

0.00

None

200.64K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares3.15M

TypeSH

Market value$84.74M

0.88%

Sole

7.38K

Shared

0.00

None

3.14M

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares2.10M

TypeSH

Market value$67.17M

0.70%

Sole

1.64K

Shared

0.00

None

2.10M

META PLATFORMS INC

SOLE

CL A

Shares132.95K

TypeSH

Market value$67.03M

0.69%

Sole

192.00

Shared

0.00

None

132.75K

AMAZON COM INC

SOLE

COM

Shares330.83K

TypeSH

Market value$63.83M

0.66%

Sole

624.00

Shared

0.00

None

330.20K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	37.30M	SH	$1.20B 12.45%	38.49K	37.27M
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	12.44M	SH	$645.15M 6.68%	16.57K	12.42M
EA SERIES TRUSTSOLE	EA BRIDGEWAY OMN	29.16M	SH	$594.08M 6.15%	64.37K	29.10M
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	14.43M	SH	$566.56M 5.86%	15.37K	14.41M
DIMENSIONAL ETF TRUSTSOLE	US EQUITY ETF	7.96M	SH	$468.29M 4.85%	17.70K	7.94M
ISHARES TRSOLE	CORE S&P TTL STK	3.57M	SH	$423.91M 4.39%	0.00	3.57M
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	11.17M	SH	$401.44M 4.15%	22.12K	11.15M
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	6.60M	SH	$384.50M 3.98%	18.27K	6.58M
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	11.23M	SH	$285.57M 2.96%	3.77K	11.23M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	762.64K	SH	$204.02M 2.11%	1.61K	761.04K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	2.58M	SH	$167.58M 1.73%	3.61K	2.58M
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	2.72M	SH	$163.67M 1.69%	8.79K	2.72M
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	1.73M	SH	$155.18M 1.61%	588.00	1.73M
ISHARES TRSOLE	CORE MSCI INTL	2.30M	SH	$151.10M 1.56%	42.00	2.30M
APPLE INCSOLE	COM	596.73K	SH	$125.64M 1.30%	751.00	595.98K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	2.40M	SH	$116.51M 1.21%	12.47K	2.39M
ISHARES TRSOLE	CORE S&P500 ETF	209.83K	SH	$114.83M 1.19%	238.00	209.59K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	1.46M	SH	$111.63M 1.16%	5.34K	1.45M
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	3.96M	SH	$105.85M 1.10%	4.31K	3.96M
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	2.08M	SH	$97.65M 1.01%	2.79K	2.07M
MICROSOFT CORPSOLE	COM	200.97K	SH	$89.78M 0.93%	324.00	200.64K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	3.15M	SH	$84.74M 0.88%	7.38K	3.14M
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	2.10M	SH	$67.17M 0.70%	1.64K	2.10M
META PLATFORMS INCSOLE	CL A	132.95K	SH	$67.03M 0.69%	192.00	132.75K
AMAZON COM INCSOLE	COM	330.83K	SH	$63.83M 0.66%	624.00	330.20K

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