Bridge Generations Wealth Management LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 53 shares of DFSD stock, worth $2,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 156
66.03%
Holding current value
$2,566
Previous $7.41 Million
65.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
378Shares Held
78.6MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio