Bridge Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bridge Advisory’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.7M	Buy	56,470 +1,607	+3%	+$76.3K	1.28%	18
2024 Q2	$2.58M	Buy	54,863 +19,766	+56%	+$928K	1.27%	20
2024 Q1	$1.65M	Sell	35,097 -5,226	-13%	-$246K	0.82%	40
2023 Q4	$1.9M	Sell	40,323 -12,751	-24%	-$594K	0.95%	34
2023 Q3	$2.46M	Sell	53,074 -544	-1%	-$25.3K	0.86%	32
2023 Q2	$2.49M	Buy	53,618 +420	+0.8%	+$19.6K	0.91%	29
2023 Q1	$2.48M	Buy	53,198 +4,942	+10%	+$230K	0.96%	27
2022 Q4	$2.22M	Sell	48,256 -2,057	-4%	-$94.5K	0.93%	24
2022 Q3	$2.31M	Buy	50,313 +25,754	+105%	+$1.21M	1.13%	20
2022 Q2	$1.15M	Buy	+24,559	New	+$1.16M	0.56%	38
2022 Q1	–	Sell	-94,740	Closed	-$4.74M	–	98
2021 Q4	$4.74M	Buy	+94,740	New	+$4.74M	2.14%	12

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BHWM

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

OIA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

DPW

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Bridge Advisory's DFSD Position: Q3 2024 in Review

Bridge Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.9% in Q3 2024, buying an estimated $76.3K and bringing the position to 56,470 shares worth $2.7M. The position accounts for 1.28% of the portfolio, ranked #18.

Bridge Advisory first reported a position in DFSD in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.74M in Q4 2021. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

Bridge Advisory held 56,470 shares of Dimensional Short-Duration Fixed Income ETF worth $2.7M as of Q3 2024.
Bridge Advisory bought 1,607 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $76.3K.
Dimensional Short-Duration Fixed Income ETF made up 1.28% of Bridge Advisory's portfolio in Q3 2024, its #18 holding.
Bridge Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 11 quarters since.
Bridge Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $4.74M in Q4 2021.
249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

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