Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 371,992 shares of DFAT stock, worth $21.4 Million. This represents 12.17% of its overall portfolio holdings.
Number of Shares
371,992
Previous 391,784
5.05%
Holding current value
$21.4 Million
Previous $20.2 Billion
0.5%
% of portfolio
12.17%
Previous 12.67%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio