 |
Size ($ in 1000's)
At 12/31/2023: $659,818
At 09/30/2023: $623,516
Bridgewater Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bridgewater Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Bridgewater Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Bridgewater Advisors Inc..
In the Bridgewater Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bridgewater Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Bridgewater Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| WEST FRASER TIMBER CO LTD |
1,091,528 |
UNCH |
$93,413 | | WFG | 1,091,528 | UNCH | $93,413 | | J P MORGAN EXCHANGE TRADED F (JPST) |
1,400,916 |
+188,516 |
$70,368 | | JPST | 1,400,916 | +188,516 | $70,368 | | AMERICAN CENTY ETF TR (AVLV) |
893,230 |
+36,371 |
$51,593 | | AVLV | 893,230 | +36,371 | $51,593 | | J P MORGAN EXCHANGE TRADED F (JMST) |
635,844 |
+183,110 |
$32,263 | | JMST | 635,844 | +183,110 | $32,263 | | DIMENSIONAL ETF TRUST (DIHP) |
1,151,924 |
+67,666 |
$29,558 | | DIHP | 1,151,924 | +67,666 | $29,558 | | VANGUARD INDEX FDS (VTI) |
115,914 |
+16,455 |
$27,497 | | VTI | 115,914 | +16,455 | $27,497 | | APPLE INC |
140,228 |
+2,842 |
$26,998 | | AAPL | 140,228 | +2,842 | $26,998 | | DIMENSIONAL ETF TRUST (DFIC) |
883,820 |
+100,448 |
$22,564 | | DFIC | 883,820 | +100,448 | $22,564 | | HP INC |
669,750 |
+22 |
$20,153 | | HPQ | 669,750 | +22 | $20,153 | | AGILENT TECHNOLOGIES INC |
120,184 |
+31 |
$16,709 | | A | 120,184 | +31 | $16,709 | | AMERICAN CENTY ETF TR (AVDE) |
272,233 |
-8,538 |
$16,451 | | AVDE | 272,233 | -8,538 | $16,451 | | AMERICAN CENTY ETF TR (AVUS) |
193,521 |
+84,581 |
$15,782 | | AVUS | 193,521 | +84,581 | $15,782 | | DIMENSIONAL ETF TRUST (DFAR) |
510,586 |
+110,830 |
$11,611 | | DFAR | 510,586 | +110,830 | $11,611 | | HEWLETT PACKARD ENTERPRISE C |
629,786 |
+181 |
$10,694 | | HPE | 629,786 | +181 | $10,694 | | MICROSOFT CORP |
25,799 |
+1,519 |
$9,702 | | MSFT | 25,799 | +1,519 | $9,702 | | KEYSIGHT TECHNOLOGIES INC |
60,071 |
-36 |
$9,557 | | KEYS | 60,071 | -36 | $9,557 | | DIMENSIONAL ETF TRUST (DFUV) |
254,751 |
-113 |
$9,482 | | DFUV | 254,751 | -113 | $9,482 | | VANGUARD INTL EQUITY INDEX F (VT) |
86,257 |
+8,360 |
$8,874 | | VT | 86,257 | +8,360 | $8,874 | | DIMENSIONAL ETF TRUST (DUHP) |
291,402 |
+99,818 |
$8,337 | | DUHP | 291,402 | +99,818 | $8,337 | | DIMENSIONAL ETF TRUST (DFAS) |
139,675 |
+15,147 |
$8,327 | | DFAS | 139,675 | +15,147 | $8,327 | | META PLATFORMS INC |
20,058 |
-32 |
$7,100 | | META | 20,058 | -32 | $7,100 | | DIMENSIONAL ETF TRUST (DFAE) |
282,711 |
+81,306 |
$6,816 | | DFAE | 282,711 | +81,306 | $6,816 | | AMERICAN CENTY ETF TR (AVEM) |
115,770 |
-7,943 |
$6,528 | | AVEM | 115,770 | -7,943 | $6,528 | | JPMORGAN CHASE & CO |
37,625 |
+1,091 |
$6,400 | | JPM | 37,625 | +1,091 | $6,400 | | DIMENSIONAL ETF TRUST (DFAC) |
205,812 |
+6,229 |
$6,016 | | DFAC | 205,812 | +6,229 | $6,016 | | ALPHABET INC |
39,999 |
+1,129 |
$5,587 | | GOOGL | 39,999 | +1,129 | $5,587 | | AMAZON COM INC |
34,008 |
-617 |
$5,167 | | AMZN | 34,008 | -617 | $5,167 | | VANGUARD SPECIALIZED FUNDS (VIG) |
27,836 |
+96 |
$4,743 | | VIG | 27,836 | +96 | $4,743 | | MARRIOTT INTL INC NEW |
20,212 |
-22 |
$4,558 | | MAR | 20,212 | -22 | $4,558 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$4,485 | | BRK.B | 12,575 | +2,400 | $4,485 | | ALPHABET INC |
29,986 |
+2,621 |
$4,226 | | GOOG | 29,986 | +2,621 | $4,226 | | ISHARES TR (EFA) |
45,823 |
-293 |
$3,453 | | EFA | 45,823 | -293 | $3,453 | | DIMENSIONAL ETF TRUST (DFUS) |
65,564 |
+21 |
$3,398 | | DFUS | 65,564 | +21 | $3,398 | | MR COOPER GROUP INC |
51,091 |
-74 |
$3,327 | | COOP | 51,091 | -74 | $3,327 | | EXXON MOBIL CORP |
32,433 |
+133 |
$3,243 | | XOM | 32,433 | +133 | $3,243 | | DIMENSIONAL ETF TRUST (DFEM) |
118,609 |
-6,062 |
$2,960 | | DFEM | 118,609 | -6,062 | $2,960 | | SPDR GOLD TR (GLD) |
15,186 |
-2,423 |
$2,903 | | GLD | 15,186 | -2,423 | $2,903 | | FVCBANKCORP INC |
192,929 |
-6,612 |
$2,740 | | FVCB | 192,929 | -6,612 | $2,740 | | MUELLER INDS INC |
57,169 |
+28,089 |
$2,696 | | MLI | 57,169 | +28,089 | $2,696 | | UNION PAC CORP |
10,564 |
+175 |
$2,595 | | UNP | 10,564 | +175 | $2,595 | | JOHNSON & JOHNSON |
16,448 |
+391 |
$2,578 | | JNJ | 16,448 | +391 | $2,578 | | DISNEY WALT CO |
27,734 |
-101 |
$2,504 | | DIS | 27,734 | -101 | $2,504 | | CARDINAL HEALTH INC |
24,502 |
-157 |
$2,470 | | CAH | 24,502 | -157 | $2,470 | | DIMENSIONAL ETF TRUST (DFAI) |
83,362 |
+1,620 |
$2,387 | | DFAI | 83,362 | +1,620 | $2,387 | | HUNT J B TRANS SVCS INC |
10,901 |
-200 |
$2,177 | | JBHT | 10,901 | -200 | $2,177 | | UFP INDUSTRIES INC |
16,759 |
-40 |
$2,104 | | UFPI | 16,759 | -40 | $2,104 | | CBOE GLOBAL MKTS INC |
11,667 |
-91 |
$2,083 | | CBOE | 11,667 | -91 | $2,083 | | CISCO SYS INC |
40,364 |
+641 |
$2,039 | | CSCO | 40,364 | +641 | $2,039 | | DIMENSIONAL ETF TRUST (DFAT) |
38,379 |
-1,067 |
$2,008 | | DFAT | 38,379 | -1,067 | $2,008 | | PFIZER INC |
68,837 |
+180 |
$1,982 | | PFE | 68,837 | +180 | $1,982 |
See Full List: All Stocks Held By Bridgewater Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bridgewater Advisors Inc.
|
|
