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Bridge Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Bridge Advisory’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.26M Buy
208,062
+4,618
+2% +$176K 3.93% 6
2024
Q2 		$7.63M Buy
203,444
+703
+0.3% +$25.5K 3.76% 7
2024
Q1 		$7.41M Buy
202,741
+1,055
+0.5% +$36.5K 3.68% 5
2023
Q4 		$6.71M Buy
201,686
+7,479
+4% +$232K 3.36% 8
2023
Q3 		$5.82M Buy
194,207
+5,991
+3% +$187K 2.04% 13
2023
Q2 		$5.83M Buy
188,216
+80,375
+75% +$2.36M 2.14% 13
2023
Q1 		$3.1M Buy
107,841
+14,461
+15% +$409K 1.2% 19
2022
Q4 		$2.52M Buy
93,380
+6,921
+8% +$188K 1.05% 22
2022
Q3 		$2.17M Buy
86,459
+39,031
+82% +$1.09M 1.06% 21
2022
Q2 		$1.26M Buy
47,428
+12,402
+35% +$356K 0.61% 35
2022
Q1 		$1.1M Buy
35,026
+13,492
+63% +$419K 0.48% 44
2021
Q4 		$711K Buy
21,534
+10,510
+95% +$337K 0.32% 52
2021
Q3 		$332K Buy
11,024
+3,072
+39% +$94.8K 0.16% 67
2021
Q2 		$240K Buy
+7,952
New +$235K 0.12% 74

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bridge Advisory's DFAU Position: Q3 2024 in Review

Bridge Advisory increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.3% in Q3 2024, buying an estimated $176K and bringing the position to 208,062 shares worth $8.26M. The position accounts for 3.93% of the portfolio, ranked #6.

Bridge Advisory first reported a position in DFAU in Q2 2021 and has held it in 14 quarters since. 396 funds tracked by Wall St. Rank hold DFAU as of Q3 2024.

  • Bridge Advisory held 208,062 shares of Dimensional US Core Equity Market ETF worth $8.26M as of Q3 2024.
  • Bridge Advisory bought 4,618 Dimensional US Core Equity Market ETF shares in Q3 2024, an estimated $176K.
  • Dimensional US Core Equity Market ETF made up 3.93% of Bridge Advisory's portfolio in Q3 2024, its #6 holding.
  • Bridge Advisory first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 14 quarters since.
  • 396 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2024.

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