Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 391,784 shares of DFAT stock, worth $20.6 Million. This represents 12.67% of its overall portfolio holdings.
Number of Shares
391,784
Previous 377,625
3.75%
Holding current value
$20.6 Million
Previous $21 Billion
4.02%
% of portfolio
12.67%
Previous 13.88%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio