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.
| 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 |
| 2023 Q3 | REDUCED | 53,074 | -544 | -1.0% | 0.86% | $2.5M | $41.69 |
| 2023 Q2 | ADDED | 53,618 | +420 | +0.8% | 0.91% | $2.5M | $41.34 |
| 2023 Q1 | ADDED | 53,198 | +4,942 | +10.2% | 0.96% | $2.5M | $41.20 |
| 2022 Q4 | REDUCED | 48,256 | -2,057 | -4.1% | 0.93% | $2.2M | $40.54 |
| 2022 Q3 | ADDED | 50,313 | +25,754 | +104.9% | 1.13% | $2.3M | $40.12 |
| 2022 Q2 | REDUCED | 24,559 | -70,181 | -74.1% | 0.56% | $1.2M | $40.67 |
As of 2025 Q4 — sorted by position size