Bridge Advisory, LLC Dimensional ETF Tr Inflation P Transaction History
Bridge Advisory, LLC
- $209 Million
- Q3 2024
Shares
8 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio