Bridge Generations Wealth Management LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 3,609 shares of DFIP stock, worth $150,747. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,609
Previous 3,609
-0.0%
Holding current value
$150,747
Previous $152 Million
0.71%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.8 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.5 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32 Million4.64% of portfolio