Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 371,992 shares of DFAT stock, worth $20.9 Million. This represents 12.17% of its overall portfolio holdings.
Number of Shares
371,992
Previous 391,784
5.05%
Holding current value
$20.9 Million
Previous $20.2 Billion
0.5%
% of portfolio
12.17%
Previous 12.67%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio