Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 1,015 shares of DFAS stock, worth $66,990. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,015
Previous 1,015
-0.0%
Holding current value
$66,990
Previous $60.6 Million
6.63%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
827Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio