Bridge Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Bridge Advisory’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$694K	Sell	16,071 -686	-4%	-$29.2K	0.33%	63
2024 Q2	$696K	Sell	16,757 -11,207	-40%	-$464K	0.34%	63
2024 Q1	$1.17M	Sell	27,964 -2,323	-8%	-$97.5K	0.58%	46
2023 Q4	$1.28M	Sell	30,287 -9,489	-24%	-$388K	0.64%	41
2023 Q3	$1.61M	Buy	39,776 +404	+1%	+$16.7K	0.56%	51
2023 Q2	$1.64M	Buy	39,372 +136	+0.3%	+$5.74K	0.6%	41
2023 Q1	$1.67M	Buy	39,236 +7,569	+24%	+$320K	0.64%	39
2022 Q4	$1.31M	Sell	31,667 -32,650	-51%	-$1.35M	0.55%	44
2022 Q3	$2.63M	Sell	64,317 -3,643	-5%	-$158K	1.28%	18
2022 Q2	$2.97M	Buy	+67,960	New	+$3.01M	1.43%	16
2022 Q1	–	Sell	-19,325	Closed	-$969K	–	97
2021 Q4	$969K	Buy	+19,325	New	+$970K	0.44%	42

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

BHWM

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

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FMI

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

Bridge Advisory's DFCF Position: Q3 2024 in Review

Bridge Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 4.1% in Q3 2024, selling an estimated $29.2K and leaving 16,071 shares worth $694K. The position accounts for 0.33% of the portfolio, ranked #63.

Bridge Advisory first reported a position in DFCF in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.97M in Q2 2022. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

Bridge Advisory held 16,071 shares of Dimensional Core Fixed Income ETF worth $694K as of Q3 2024.
Bridge Advisory sold 686 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $29.2K.
Dimensional Core Fixed Income ETF made up 0.33% of Bridge Advisory's portfolio in Q3 2024, its #63 holding.
Bridge Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 11 quarters since.
Bridge Advisory's Dimensional Core Fixed Income ETF position peaked at $2.97M in Q2 2022.
318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

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