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iShares FTSE KLD 400 Social Idx shares owned by Buckingham Strategic Partners

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Buckingham Strategic Partners from 13F filings

Historical chart of Buckingham Strategic Partners investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Buckingham Strategic Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.2M	17k	128.86
2025-06-30	$989k	8.5k	116.17
2025-03-31	$559k	5.5k	102.42
2024-12-31	$386k	3.5k	110.27

More positions owned by Buckingham Strategic Partners

Ishares Tr Core S&p Ttl Stk (ITOT)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ea Series Trust Ea Bridgeway Omn (BSVO)

Ishares Tr Core Msci Intl (IDEV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Internatnal Val (DFIV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Buckingham Strategic Partners

Top funds holding iShares FTSE KLD 400 Social Idx

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Mariner Wealth Advisors

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Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx

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