Bridge Generations Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 90,762 shares of DFAX stock, worth $2.85 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
90,762
Previous 111,554
18.64%
Holding current value
$2.85 Million
Previous $2.92 Billion
8.79%
% of portfolio
1.62%
Previous 1.84%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio