Bridge Advisory, LLC Dimensional ETF Tr Transaction History
Bridge Advisory, LLC
- $209 Million
- Q3 2024
A detailed history of Bridge Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bridge Advisory, LLC holds 208,062 shares of DFAU stock, worth $8.51 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
208,062
Previous 203,444
2.27%
Holding current value
$8.51 Million
Previous $7.63 Million
7.85%
% of portfolio
3.94%
Previous 3.8%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.18 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$202 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$149 Million1.81% of portfolio