Bridge Advisory’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Bridge Advisory’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.31M	Sell	72,768 -634	-0.9%	-$19.4K	1.1%	24
2024 Q2	$2.18M	Buy	73,402 +350	+0.5%	+$10.5K	1.07%	24
2024 Q1	$2.21M	Sell	73,052 -3,482	-5%	-$101K	1.1%	27
2023 Q4	$2.19M	Buy	76,534 +1,825	+2%	+$48.7K	1.1%	29
2023 Q3	$1.95M	Buy	74,709 +280	+0.4%	+$7.61K	0.68%	41
2023 Q2	$2.03M	Buy	74,429 +23,552	+46%	+$644K	0.75%	33
2023 Q1	$1.37M	Buy	50,877 +7,693	+18%	+$204K	0.53%	46
2022 Q4	$1.08M	Buy	43,184 +4,548	+12%	+$109K	0.45%	50
2022 Q3	$833K	Buy	38,636 +3,353	+10%	+$80.8K	0.41%	62
2022 Q2	$834K	Buy	35,283 +14,039	+66%	+$369K	0.4%	57
2022 Q1	$598K	Buy	21,244 +7,469	+54%	+$213K	0.26%	61
2021 Q4	$407K	Buy	+13,775	New	+$406K	0.18%	74

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

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

CHP

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

Bridge Advisory's DFAI Position: Q3 2024 in Review

Bridge Advisory reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.86% in Q3 2024, selling an estimated $19.4K and leaving 72,768 shares worth $2.31M. The position accounts for 1.1% of the portfolio, ranked #24.

Bridge Advisory first reported a position in DFAI in Q4 2021 and has held it in 12 quarters since. 514 funds tracked by Wall St. Rank hold DFAI as of Q3 2024.

Bridge Advisory held 72,768 shares of Dimensional International Core Equity Market ETF worth $2.31M as of Q3 2024.
Bridge Advisory sold 634 Dimensional International Core Equity Market ETF shares in Q3 2024, an estimated $19.4K.
Dimensional International Core Equity Market ETF made up 1.1% of Bridge Advisory's portfolio in Q3 2024, its #24 holding.
Bridge Advisory first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 12 quarters since.
514 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2024.

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