Bridgeworth, LLC Purchases in Q4 2023

Bridgeworth, LLC

  • $1.01 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
287K
+ 41.41%
$31.85 - $37.39 $9.15M - $10.7M
981K $36.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
152K
+ 1044.28%
$68.04 - $73.9 $10.3M - $11.2M
166K $12.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.65K
+ 0.59%
$48.29 - $56.08 $418K - $485K
1.47M $82M
DFIC
Dimensional ETF Tr Dimensional

ETFs
66.4K
+ 3.1%
$22.18 - $25.58 $1.47M - $1.7M
2.21M $56.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
982
+ 0.1%
$34.3 - $42.83 $33.7K - $42.1K
1.02M $42.8M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
111K
New
$46.12 - $47.85 $5.12M - $5.31M
111K $5.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
27K
+ 2.08%
$18.45 - $23.08 $499K - $624K
1.33M $30.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
65.1K
+ 12.92%
$23.61 - $29.53 $1.54M - $1.92M
569K $16.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
18.7K
+ 4.49%
$74.64 - $77.03 $1.39M - $1.44M
435K $33.5M
AVEM
American Centy ETF Tr Avantis

ETFs
34K
New
$51.0 - $56.39 $1.73M - $1.91M
34K $1.91M
BNDX
Vanguard Total International B

ETFs
7.39K
+ 0.88%
$47.38 - $50.85 $350K - $376K
849K $41.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.83K
+ 1.16%
$22.36 - $24.96 $220K - $245K
860K $21.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
32.6K
New
$39.52 - $42.54 $1.29M - $1.39M
32.6K $1.38M
SO
Southern CO

Utilities
5.2K
+ 3.63%
$62.71 - $73.08 $326K - $380K
149K $10.4M
MUB
Ishares National Muni Bond ETF

ETFs
10.4K
New
$100.97 - $108.77 $1.05M - $1.13M
10.4K $1.12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.54K
+ 9.69%
$39.63 - $46.73 $378K - $446K
108K $5.04M
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.1K
+ 25.2%
$32.19 - $40.5 $389K - $489K
60K $2.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.9K
+ 0.86%
$22.43 - $25.87 $64.9K - $74.9K
341K $8.78M
VXF
Vanguard Extended Market ETF

ETFs
235
+ 0.73%
$132.07 - $166.45 $31K - $39.1K
32.5K $5.34M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
23.9K
+ 36.32%
$23.51 - $24.79 $563K - $593K
89.8K $2.22M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
12.5K
New
$46.17 - $48.51 $579K - $609K
12.5K $608K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.73K
+ 64.65%
$87.61 - $110.11 $326K - $410K
9.49K $1.03M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
123
+ 0.72%
$237.26 - $272.04 $29.2K - $33.5K
17.3K $4.67M
AVDV
American Centy ETF Tr Avantis

ETFs
6.17K
New
$54.34 - $62.7 $335K - $387K
6.17K $385K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
3.52K
+ 1.83%
$22.6 - $25.2 $79.5K - $88.7K
195K $4.93M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 0.61%
$276.46 - $354.0 $11.3K - $14.5K
6.74K $2.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.76K
New
$48.47 - $56.6 $231K - $269K
4.76K $268K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.1K
New
$74.49 - $77.37 $231K - $240K
3.1K $240K
AOS
Smith A O Corp

Industrials
2.86K
New
$65.19 - $82.44 $186K - $236K
2.86K $235K
SHOP
Shopify Inc.

Technology
2.77K
New
$46.4 - $79.11 $129K - $219K
2.77K $216K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.75K
New
$70.56 - $78.63 $194K - $216K
2.75K $214K
SBUX
Starbucks Corp

Consumer Cyclical
2.21K
New
$89.48 - $107.21 $198K - $237K
2.21K $211K
LMT
Lockheed Martin Corp

Industrials
456
New
$397.35 - $458.04 $181K - $209K
456 $206K
VMC
Vulcan Materials CO

Basic Materials
899
New
$193.69 - $227.01 $174K - $204K
899 $204K
T
At&T Inc.

Communication Services
4.93K
+ 7.64%
$14.32 - $17.22 $70.6K - $84.8K
69.4K $1.16M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.25K
+ 22.11%
$93.11 - $109.52 $116K - $137K
6.9K $746K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.19%
$232.04 - $279.85 $2.55K - $3.08K
5.76K $1.6M
VTV
Vanguard Value ETF

ETFs
586
+ 10.22%
$131.82 - $149.95 $77.2K - $87.9K
6.32K $944K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.02%
$180.9 - $221.2 $181 - $221
6.07K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
16
+ 0.31%
$195.66 - $233.95 $3.13K - $3.74K
5.17K $1.2M
EFG
Msci Eafe Growth ETF

ETFs
1K
+ 34.54%
$82.53 - $96.98 $82.6K - $97.1K
3.9K $377K
EFV
Msci Eafe Value ETF

ETFs
1.85K
+ 32.36%
$46.57 - $52.25 $86.1K - $96.6K
7.56K $393K
VOE
Vanguard Mid Cap Value Index F

ETFs
14
+ 0.18%
$124.27 - $145.8 $1.74K - $2.04K
7.59K $1.1M
BAC
Bank Of America Corp

Financial Services
1.49K
+ 18.57%
$25.17 - $33.94 $37.6K - $50.7K
9.53K $320K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
132
+ 1.19%
$50.46 - $62.34 $6.66K - $8.23K
11.3K $692K
IBM
International Business Machines Corp

Technology
246
+ 15.65%
$136.38 - $164.71 $33.5K - $40.5K
1.82K $297K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
251
+ 5.72%
$66.67 - $84.55 $16.7K - $21.2K
4.64K $386K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.07%
$543.03 - $681.24 $3.8K - $4.77K
662 $436K
BOND
Pimco Active Bond Exchange Tra

ETFs
480
+ 16.13%
$85.36 - $93.18 $41K - $44.7K
3.46K $319K
Activity Summary
Buys All Purchases 57 New Holdings 15 Increased Positions 42 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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