Bridge Generations Wealth Management LLC Dimensional ETF Tr Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q3 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 90,231 shares of DFAX stock, worth $2.89 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
90,231
Previous 90,762
0.59%
Holding current value
$2.89 Million
Previous $2.67 Billion
6.22%
% of portfolio
1.88%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
665Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio