Bridge Advisory, LLC Dimensional ETF Tr Transaction History
Bridge Advisory, LLC
- $201 Million
- Q2 2024
A detailed history of Bridge Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bridge Advisory, LLC holds 203,444 shares of DFAU stock, worth $7.71 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
203,444
Previous 202,741
0.35%
Holding current value
$7.71 Million
Previous $7.41 Million
2.96%
% of portfolio
3.8%
Previous 3.71%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio