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Bridge Advisory’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Bridge Advisory’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$211K Sell
6,158
-80
-1% -$2.64K 0.1% 94
2024
Q2 		$201K Buy
+6,238
New +$197K 0.1% 96

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Bridge Advisory's DFAC Position: Q3 2024 in Review

Bridge Advisory reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.3% in Q3 2024, selling an estimated $2.64K and leaving 6,158 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #94.

Bridge Advisory first reported a position in DFAC in Q2 2024 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • Bridge Advisory held 6,158 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $211K as of Q3 2024.
  • Bridge Advisory sold 80 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2024, an estimated $2.64K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.1% of Bridge Advisory's portfolio in Q3 2024, its #94 holding.
  • Bridge Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 2 quarters since.
  • 860 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.