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 $2,539. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 156
66.03%
Holding current value
$2,539
Previous $7.41 Million
65.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio