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 $3.48 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
75,786
Previous 75,786
-0.0%
Holding current value
$3.48 Million
Previous $2.98 Billion
8.82%
% of portfolio
1.97%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
762Shares Held
267MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio