Bridge Advisory’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Bridge Advisory’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$380K	Buy	14,837 +123	+0.8%	+$2.98K	0.18%	75
2024 Q2	$325K	Sell	14,714 -2,109	-13%	-$45.3K	0.16%	77
2024 Q1	$376K	Sell	16,823 -320	-2%	-$7.05K	0.19%	78
2023 Q4	$390K	Sell	17,143 -1,401	-8%	-$28.7K	0.2%	80
2023 Q3	$362K	Buy	18,544 +335	+2%	+$7.11K	0.13%	108
2023 Q2	$392K	Buy	18,209 +5,063	+39%	+$107K	0.14%	96
2023 Q1	$283K	Sell	13,146 -7,025	-35%	-$154K	0.11%	100
2022 Q4	$427K	Buy	+20,171	New	+$427K	0.18%	88

Other funds holding DFAR

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Bridge Advisory's DFAR Position: Q3 2024 in Review

Bridge Advisory increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.84% in Q3 2024, buying an estimated $2.98K and bringing the position to 14,837 shares worth $380K. The position accounts for 0.18% of the portfolio, ranked #75.

Bridge Advisory first reported a position in DFAR in Q4 2022 and has held it in 8 quarters since. The position peaked at $427K in Q4 2022. 210 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

Bridge Advisory held 14,837 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $380K as of Q3 2024.
Bridge Advisory bought 123 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2024, an estimated $2.98K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.18% of Bridge Advisory's portfolio in Q3 2024, its #75 holding.
Bridge Advisory first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 8 quarters since.
Bridge Advisory's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $427K in Q4 2022.
210 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2024.

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