Bridgewater Advisors Inc. Incresed Positions in Q1 2025

Bridgewater Advisors Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
347K
+ 55.28%
$28.88 - $32.4 $10M - $11.2M
974K $30.4M
AVDE
American Centy ETF Tr Avantis

ETFs
73.7K
+ 21.66%
$60.63 - $68.55 $4.47M - $5.05M
414K $27.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
106K
+ 5.54%
$50.39 - $50.66 $5.36M - $5.39M
2.03M $103M
VCIT
Vanguard Intermediate Term Cor

ETFs
40.7K
+ 6.78%
$79.17 - $82.04 $3.23M - $3.34M
642K $52.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
139K
+ 24.08%
$32.57 - $35.82 $4.52M - $4.97M
715K $23.7M
AVUS
American Centy ETF Tr Avantis

ETFs
60.8K
+ 11.85%
$90.7 - $101.57 $5.51M - $6.17M
574K $53M
VTI
Vanguard Total Stock Market Et

ETFs
20.4K
+ 12.58%
$271.18 - $303.12 $5.53M - $6.18M
182K $50.1M
AVLV
American Centy ETF Tr Avantis
64.5K
+ 6.53%
$63.51 - $70.42 $4.09M - $4.54M
1.05M $68.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 7.92%
$442.66 - $534.52 $582K - $703K
17.9K $9.55M
XOM
Exxon Mobil Corp

Energy
6.01K
+ 12.9%
$105.44 - $118.93 $634K - $715K
52.6K $6.26M
AON
Aon PLC

Financial Services
16
+ 0.07%
$348.44 - $409.32 $5.58K - $6.55K
21.7K $8.66M
V
Visa Inc.

Financial Services
356
+ 1.84%
$306.92 - $362.71 $109K - $129K
19.7K $6.89M
DFAR
Dimensional ETF Tr Dimensional

ETFs
22.2K
+ 4.28%
$22.35 - $24.52 $495K - $543K
540K $12.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.4K
+ 25.15%
$59.61 - $66.71 $980K - $1.1M
81.8K $4.95M
JNJ
Johnson & Johnson

Healthcare
1.52K
+ 6.8%
$142.06 - $167.7 $215K - $254K
23.8K $3.95M
DFAE
Dimensional ETF Tr

ETFs
16.9K
+ 4.95%
$24.64 - $26.86 $416K - $453K
358K $9.27M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 5.4%
$576.36 - $736.67 $815K - $1.04M
27.6K $15.9M
MA
Mastercard Inc

Financial Services
252
+ 1.84%
$504.67 - $576.31 $127K - $145K
14K $7.66M
WTRG
Essential Utilities, Inc.

Utilities
6.46K
+ 13.65%
$33.49 - $40.57 $216K - $262K
53.8K $2.13M
IBM
International Business Machines Corp

Technology
223
+ 2.22%
$217.4 - $264.74 $48.5K - $59K
10.3K $2.55M
ABT
Abbott Laboratories

Healthcare
849
+ 7.3%
$111.1 - $140.22 $94.3K - $119K
12.5K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
407
+ 0.96%
$225.19 - $279.95 $91.7K - $114K
42.8K $10.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7.7K
+ 34.6%
$45.21 - $50.33 $348K - $388K
30K $1.37M
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 8.11%
$60.81 - $72.32 $74.8K - $89K
16.4K $1.17M
T
At&T Inc.

Communication Services
1.17K
+ 3.63%
$21.56 - $28.28 $25.2K - $33.1K
33.3K $942K
GFI
Gold Fields LTD

Basic Materials
934
+ 4.89%
$13.84 - $22.09 $12.9K - $20.6K
20K $442K
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 2.68%
$58.74 - $64.87 $66.8K - $73.8K
43.5K $2.69M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
25K
+ 36.89%
$5.75 - $6.1 $144K - $153K
92.8K $535K
SONY
Sony Group Corp

Technology
963
+ 3.66%
$19.88 - $25.64 $19.1K - $24.7K
27.3K $693K
VZ
Verizon Communications Inc

Communication Services
844
+ 5.28%
$37.81 - $46.49 $31.9K - $39.2K
16.8K $763K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
272
+ 1.84%
$63.07 - $73.5 $17.2K - $20K
15K $1.06M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
788
+ 0.16%
$50.72 - $50.92 $40K - $40.1K
491K $25M
TD
Toronto Dominion Bank

Financial Services
406
+ 3.91%
$53.12 - $61.15 $21.6K - $24.8K
10.8K $646K
UMC
United Microelectronics Corp

Technology
6.21K
+ 8.74%
$5.69 - $7.15 $35.3K - $44.4K
77.3K $552K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
363
+ 0.14%
$39.96 - $43.3 $14.5K - $15.7K
257K $10.6M
RELX
Relx PLC

Communication Services
238
+ 2.12%
$45.34 - $51.91 $10.8K - $12.4K
11.5K $577K
IBN
Icici Bank LTD

Financial Services
88
+ 0.34%
$27.55 - $31.67 $2.42K - $2.79K
26.1K $822K
WF
Woori Financial Group Inc.

Financial Services
116
+ 0.98%
$31.09 - $35.8 $3.61K - $4.15K
12K $399K
KMI
Kinder Morgan, Inc.

Energy
260
+ 1.58%
$26.1 - $31.22 $6.79K - $8.12K
16.7K $476K
VT
Vanguard Total World Stk Index

ETFs
1.35K
+ 1.5%
$115.08 - $123.97 $155K - $167K
91.1K $10.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
13.4K
+ 9.14%
$58.81 - $68.2 $790K - $916K
160K $9.58M
NEE
Nextera Energy Inc

Utilities
430
+ 2.88%
$66.96 - $76.16 $28.8K - $32.7K
15.4K $1.09M
UBS
Ubs Group Ag

Financial Services
219
+ 1.53%
$30.28 - $35.78 $6.63K - $7.84K
14.5K $444K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.07K
+ 6.41%
$21.75 - $24.28 $44.9K - $50.2K
34.3K $756K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.01%
N/A
36.2K $6.59M
WMT
Walmart Inc.

Consumer Defensive
525
+ 2.62%
$84.5 - $105.05 $44.4K - $55.2K
20.6K $1.81M
U
Unity Software Inc.

Technology
9
+ 0.07%
$19.44 - $28.34 $175 - $255
13.1K $255K
TOST
Toast, Inc.

Technology
74
+ 0.58%
$32.61 - $41.98 $2.41K - $3.11K
12.8K $423K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
144
+ 0.39%
$21.23 - $23.75 $3.06K - $3.42K
36.7K $790K
Activity Summary
Buys All Purchases 337 New Holdings 272 Increased Positions 65 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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