Bridge Generations Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 111,554 shares of DFAX stock, worth $3.2 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
111,554
Previous 119,035
6.28%
Holding current value
$3.2 Million
Previous $2.96 Billion
1.23%
% of portfolio
1.84%
Previous 1.95%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio