Bridge Generations Wealth Management LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 3,609 shares of DFIP stock, worth $149,340. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,609
Previous 3,652
1.18%
Holding current value
$149,340
Previous $148 Million
2.78%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio