BUCKINGHAM STRATEGIC PARTNERS, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$3.81B
Signature - Title
Jeffery Yorg - Chief Compliance Officer
Location
8182 Maryland Ave, Suite 500, Saint Louis, MO
Holdings Value

List of Other Managers Reporting for BUCKINGHAM STRATEGIC PARTNERS, LLC:

Name Holdings Value Location File Number
JACKSON THORNTON ASSET MANAGEMENT, LLC $653M Montgomery, AL 028-21624
Allegiance Financial Group Advisory Services LLC $261M Vienna, VA 028-22786
Delap Wealth Advisory, LLC $217M Lake Oswego, OR 028-22928
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 638 $3.81B +$471M -$98.1M +$373M DFAC, ITOT, BSVO, DFAT, DFIV 13F-HR 8/13/2024, 05:41 PM
Q1 2024 603 $3.46B +$1.55B -$285M +$1.27B DFAC, ITOT, BSVO, DFAT, DFIV 13F-HR 5/15/2024, 05:15 PM
Q4 2023 413 $2.09B +$178M -$353M -$174M ITOT, DFAC, DFAT, BSVO, VGIT 13F-HR 2/14/2024, 03:24 PM
Q3 2023 443 $2.06B +$334M -$20.4M +$314M DFAC, ITOT, DFAT, BSVO, DFIV 13F-HR 11/14/2023, 08:06 PM
Q2 2023 377 $1.8B +$285M -$94.3M +$191M DFAC, ITOT, DFAT, DFIV, VGIT 13F-HR 8/14/2023, 12:33 PM
Q1 2023 356 $1.55B +$303M -$109M +$194M DFAC, DFAT, DFIV, ITOT, BSVO 13F-HR 5/15/2023, 04:08 PM
Q4 2022 337 $1.29B +$57.3M -$611M -$554M DFAC, DFAT, DFIV, ITOT, VGIT 13F-HR 2/14/2023, 01:26 PM
Q3 2022 408 $1.69B +$611M -$28.4M +$582M DFAC, DFAT, DFIV, DFUV, ITOT 13F-HR 11/14/2022, 12:16 PM
Q2 2022 363 $1.19B +$371M -$49M +$322M DFAC, DFAT, DFIV, ITOT, VGIT 13F-HR 8/12/2022, 11:11 AM
Q1 2022 330 $1B +$566M -$22.4M +$544M DFAC, DFAT, DFIV, ITOT, DFAX 13F-HR 5/10/2022, 03:13 PM
Q4 2021 147 $479M $0 $0 DFAC, DFIV, DFAT, DFAX, VGIT 13F-HR 2/9/2022, 08:44 PM