Bridge Generations Wealth Management LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 98,273 shares of DFUV stock, worth $4.03 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
98,273
Previous 98,514
0.24%
Holding current value
$4.03 Million
Previous $4.03 Billion
0.46%
% of portfolio
2.54%
Previous 2.66%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio