Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 1,015 shares of DFAS stock, worth $69,730. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,015
Previous 1,015
-0.0%
Holding current value
$69,730
Previous $60.6 Million
6.63%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
853Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio