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 $2.68 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
56,470
Previous 54,863
2.93%
Holding current value
$2.68 Million
Previous $2.58 Million
4.65%
% of portfolio
1.29%
Previous 1.28%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio