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DFAC icon

Bridgeworth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bridgeworth’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$122M Sell
4,180,504
-41,955
-1% -$1.14M 12.09% 1
2023
Q3 		$111M Buy
4,222,459
+450,687
+12% +$12.3M 12.22% 1
2023
Q2 		$102M Buy
3,771,772
+823,922
+28% +$21.2M 11.31% 1
2023
Q1 		$75.1M Buy
2,947,850
+1,927,924
+189% +$48.8M 9.47% 2
2022
Q4 		$24.8M Buy
1,019,926
+473,142
+87% +$11.5M 3.94% 6
2022
Q3 		$12.2M Sell
546,784
-901
-0.2% -$22.1K 2.81% 8
2022
Q2 		$12.8M Buy
547,685
+16,911
+3% +$428K 2.98% 6
2022
Q1 		$14.6M Sell
530,774
-2,614
-0.5% -$71.6K 3.37% 6
2021
Q4 		$15.5M Buy
533,388
+1,486
+0.3% +$41.9K 3.41% 5
2021
Q3 		$14.1M Buy
531,902
+59
+0% +$1.6K 3.97% 5
2021
Q2 		$14.3M Buy
+531,843
New +$14.1M 4.08% 5

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Bridgeworth's DFAC Position: Q4 2023 in Review

Bridgeworth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.99% in Q4 2023, selling an estimated $1.14M and leaving 4,180,504 shares worth $122M. The position accounts for 12.09% of the portfolio, ranked #1.

Bridgeworth first reported a position in DFAC in Q2 2021 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Bridgeworth held 4,180,504 shares of Dimensional US Core Equity 2 ETF worth $122M as of Q4 2023.
  • Bridgeworth sold 41,955 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $1.14M.
  • Dimensional US Core Equity 2 ETF made up 12.09% of Bridgeworth's portfolio in Q4 2023, its #1 holding.
  • Bridgeworth first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.