Bridge Generations Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 132,480 shares of DISV stock, worth $4.4 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
132,480
Previous 135,001
1.87%
Holding current value
$4.4 Million
Previous $3.59 Billion
7.55%
% of portfolio
2.42%
Previous 2.37%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
344Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio