DFSD — DIMENSIONAL ETF TRUST

Ownership history in Bridge Advisory, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.14% (2021 Q4)
Avg. % of fund
1.07%
First filed
2021 Q4
Last filed
2024 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 56,470 +1,607 +2.9% 1.28% $2.7M $44.94
2024 Q2 ADDED 54,863 +19,766 +56.3% 1.27% $2.6M $43.77
2024 Q1 REDUCED 35,097 -5,226 -13.0% 0.82% $1.7M $43.31
2023 Q4 REDUCED 40,323 -12,751 -24.0% 0.95% $1.9M $43.01
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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