Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q3 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 293,835 shares of DFAT stock, worth $16.7 Million. This represents 11.36% of its overall portfolio holdings.
Number of Shares
293,835
Previous 371,992
21.01%
Holding current value
$16.7 Million
Previous $20.1 Billion
14.79%
% of portfolio
11.36%
Previous 12.17%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio