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 75,786 shares of DFIV stock, worth $3.36 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
75,786
Previous 75,786
-0.0%
Holding current value
$3.36 Million
Previous $2.98 Billion
8.82%
% of portfolio
1.97%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
713Shares Held
230MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$888 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$847 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$495 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$376 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$323 Million0.15% of portfolio