Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Bridge Generations Wealth Management LLC
- $165 Billion
- Q2 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 970,048 shares of DFAC stock, worth $37.3 Million. This represents 21.08% of its overall portfolio holdings.
Number of Shares
970,048
              Previous 1,042,578
              
        
           6.96%
        
      
          
        Holding current value
$37.3 Million
            Previous $34.4 Billion
            
        
           1.08%
        
      
          
        % of portfolio
21.08%
            Previous 21.6%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFAC
# of Institutions
1,154Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K- 
    
      Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
- 
    
      Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio