Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.8 Million4.94% of portfolio
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High Tower Advisors, LLC Chicago, IL2.15MShares$55.2 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.3 Million11.83% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.1 Million3.67% of portfolio
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Savant Capital, LLC1.4MShares$35.9 Million0.3% of portfolio