Bridge Generations Wealth Management LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 156 shares of DFSD stock, worth $7,444. This represents 0.0% of its overall portfolio holdings.
Number of Shares
156
Previous 53
194.34%
Holding current value
$7,444
Previous $2.49 Million
198.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio