Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 1,042,578 shares of DFAC stock, worth $36.1 Million. This represents 21.6% of its overall portfolio holdings.
Number of Shares
1,042,578
Previous 1,030,895
1.13%
Holding current value
$36.1 Million
Previous $35.7 Billion
3.54%
% of portfolio
21.6%
Previous 23.55%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio