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Bridge Advisory’s Dimensional US Real Estate ETF 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

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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 $2.16B AUM 18.08% 1-Year Est. Return

Bridge Advisory's DFAR Position: Q3 2024 in Review

Bridge Advisory increased its Dimensional US Real Estate ETF (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. 209 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

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

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