Bridge Generations Wealth Management LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 79,311 shares of DFUV stock, worth $3.54 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
79,311
Previous 98,273
19.3%
Holding current value
$3.54 Million
Previous $4.05 Billion
17.2%
% of portfolio
2.03%
Previous 2.54%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
750Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio