BUCKINGHAM STRATEGIC WEALTH LLC
Q4 2021 Form 13-F
CLAYTON, MISSOURI
CIK 0001542421
· CRD 143323
· SEC-registered investment adviser
$5.2B Reported Value Total
BUCKINGHAM STRATEGIC WEALTH, LLC reports 35,560 total accounts under management (AUM). There are 33,666 discretionary accounts valued at $20,105,243,249, and 1,894 non-discretionary accounts valued at $1,595,150,219.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary & Non-Discretionary
Source: Form ADV filed 2024-08-09
Reported value
$5.2B
Quarter over quarter
+5.8%
Holdings
599
Top-10 concentration
61.2%
Key People
Form ADV owners & control persons
Daniel Mark Anderson
MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF FINANCIAL OFFICER
Adam Lawrence Birenbaum
CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHAIRMAN AND CHIEF EXECUTIVE OFFICER
Justin Christopher Ferri
MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT AND CHIEF OPERATING OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 09, 2022 |
| Form | 13F-HR |
| Reported value | $5.2B |
| Positions | 599 |
| Change in reported value | +6.0% |
| New positions | 45 |
| Exited positions | 35 |
| Position turnover | 12.6% |
| Top-10 concentration | 61.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2024 13F
Filed Aug 12, 2024
|
765 | $9.7B |
|
Q1 2024 13F
Filed May 9, 2024
|
755 | $9.5B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
720 | $8.4B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
686 | $7.1B |
|
Q2 2023 13F
Filed Aug 11, 2023
|
698 | $7.0B |
|
Q1 2023 13F
Filed May 11, 2023
|
620 | $5.5B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
622 | $5.5B |
|
Q3 2022 13F
Filed Nov 7, 2022
|
607 | $4.9B |
|
Q2 2022 13F
Filed Aug 12, 2022
|
609 | $5.1B |
|
Q1 2022 13F
Filed May 10, 2022
|
597 | $5.1B |
|
Q4 2021 13F
Filed Feb 9, 2022
|
599 | $5.2B |
|
Q3 2021 13F
Filed Nov 10, 2021
|
589 | $4.9B |
|
Q2 2021 13F
Filed Aug 6, 2021
|
587 | $4.1B |
|
Q1 2021 13F
Filed Apr 30, 2021
|
542 | $2.0B |
|
Q4 2020 13F
Filed Feb 16, 2021
|
531 | $1.9B |
|
Q3 2020 13F
Filed Nov 12, 2020
|
476 | $1.3B |
|
Q2 2020 13F
Filed Aug 3, 2020
|
405 | $1.1B |
|
Q1 2020 13F
Filed May 7, 2020
|
457 | $1.0B |
|
Q4 2019 13F
Filed Feb 4, 2020
|
464 | $1.0B |
|
Q3 2019 13F
Filed Nov 12, 2019
|
429 | $922.5M |
25 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFAC DIMENSIONAL ETF TRUST | $987.4M | 19.08% |
| 2 | DFAT DIMENSIONAL ETF TRUST | $562.0M | 10.86% |
| 3 | DFIV DIMENSIONAL ETF TRUST | $325.3M | 6.29% |
| 4 | VGIT VANGUARD SCOTTSDALE FDS | $291.9M | 5.64% |
| 5 | DFAX DIMENSIONAL ETF TRUST | $283.0M | 5.47% |
| 6 | DFUS DIMENSIONAL ETF TRUST | $277.0M | 5.35% |
| 7 | DFAS DIMENSIONAL ETF TRUST | $156.0M | 3.02% |
| 8 | VTI VANGUARD INDEX FDS | $103.3M | 2.0% |
| 9 | META META PLATFORMS INC | $93.1M | 1.8% |
| 10 | AAPL APPLE INC | $89.2M | 1.72% |
| 11 | AMZN AMAZON COM INC | $63.8M | 1.23% |
| 12 | BSV VANGUARD BD INDEX FDS | $58.5M | 1.13% |
| 13 | VTIP VANGUARD MALVERN FDS | $56.3M | 1.09% |
| 14 | IVV ISHARES TR | $55.0M | 1.06% |
| 15 | MSFT MICROSOFT CORP | $50.4M | 0.97% |
| 16 | GOOGL ALPHABET INC | $40.1M | 0.77% |
| 17 | VBR VANGUARD INDEX FDS | $33.6M | 0.65% |
| 18 | CASS CASS INFORMATION SYS INC | $32.7M | 0.63% |
| 19 | SCZ ISHARES TR | $32.5M | 0.63% |
| 20 | BRK-B BERKSHIRE HATHAWAY INC DEL | $32.1M | 0.62% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.