Bridge Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Bridge Advisory’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$982K	Buy	35,823 +340	+1%	+$8.87K	0.47%	55
2024 Q2	$918K	Buy	35,483 +686	+2%	+$17.4K	0.45%	54
2024 Q1	$860K	Buy	34,797 +15	+0%	+$360	0.43%	61
2023 Q4	$839K	Buy	34,782 +6	+0%	+$137	0.42%	61
2023 Q3	$785K	Sell	34,776 -243	-0.7%	-$5.73K	0.28%	72
2023 Q2	$822K	Buy	35,019 +12,905	+58%	+$298K	0.3%	63
2023 Q1	$509K	Buy	22,114 +3,686	+20%	+$84.9K	0.2%	79
2022 Q4	$404K	Buy	18,428 +1,468	+9%	+$31.2K	0.17%	92
2022 Q3	$341K	Buy	16,960 +4,121	+32%	+$93K	0.17%	82
2022 Q2	$287K	Buy	+12,839	New	+$314K	0.14%	93

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridge Advisory's DFAE Position: Q3 2024 in Review

Bridge Advisory increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.96% in Q3 2024, buying an estimated $8.87K and bringing the position to 35,823 shares worth $982K. The position accounts for 0.47% of the portfolio, ranked #55.

Bridge Advisory first reported a position in DFAE in Q2 2022 and has held it in 10 quarters since. 449 funds tracked by Wall St. Rank hold DFAE as of Q3 2024.

Bridge Advisory held 35,823 shares of Dimensional Emerging Core Equity Market ETF worth $982K as of Q3 2024.
Bridge Advisory bought 340 Dimensional Emerging Core Equity Market ETF shares in Q3 2024, an estimated $8.87K.
Dimensional Emerging Core Equity Market ETF made up 0.47% of Bridge Advisory's portfolio in Q3 2024, its #55 holding.
Bridge Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 10 quarters since.
449 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2024.

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