Bridge Generations Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Bridge Generations Wealth Management LLC

  • $165 Billion
  • Q2 2025
Number of Shares
158,479
Previous 167,248 5.24%
Holding current value
$8.64 Billion
Previous $8.94 Billion 3.36%
% of portfolio
5.24%
Previous 5.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-8,769 Reduced 5.24%
158,479 $8.64 Billion
Q1 2025

May 01, 2025
SELL
N/A
-15,499 Reduced 8.48%
167,248 $8.94 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
182,747 New
182,747 $9.65 Billion
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