11. Buckingham Strategic Wealth

Rank: 11
Location: St Louis, MO
Website: www.familybudgetexpert.com

ALL ETF Holdings

$28,824,339,793

Total AUM

$7,251,744,888

Total ETF Assets

50,014

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. DFAC: $1,206,291,691
  2. DFAT: $688,369,365
  3. DFUV: $593,310,741
  4. BSVO: $588,207,147
  5. DFUS: $436,221,416
Top 5 ETF Sectors
  1. Large Cap Blend Equities
  2. Small Cap Blend Equities
  3. Small Cap Value Equities
  4. Large Cap Growth Equities
  5. Government Bonds
Top 5 ETF Issuers
  1. Dimensional
  2. Bridgeway
  3. iShares
  4. Vanguard
  5. American Century


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.familybudgetexpert.com 2024 Top 50 ETF Power Users