Bridge Generations Wealth Management LLC Dimensional ETF Tr Transaction History
Bridge Generations Wealth Management LLC
- $159 Billion
- Q1 2025
A detailed history of Bridge Generations Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 75,786 shares of DFIV stock, worth $3.28 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
75,786
Previous 77,187
1.82%
Holding current value
$3.28 Million
Previous $2.74 Billion
8.92%
% of portfolio
1.87%
Previous 1.81%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
691Shares Held
227MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$867 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$826 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$483 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$367 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$316 Million0.15% of portfolio