Bridge Advisory, LLC Dimensional ETF Tr Short Durat Transaction History
Bridge Advisory, LLC
- $209 Million
- Q3 2024
A detailed history of Bridge Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bridge Advisory, LLC holds 56,470 shares of DFSD stock, worth $2.7 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
56,470
Previous 54,863
2.93%
Holding current value
$2.7 Million
Previous $2.58 Million
4.65%
% of portfolio
1.29%
Previous 1.28%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio