Bridge Generations Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q4 2024
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 98,514 shares of DFUV stock, worth $4.25 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
98,514Holding current value
$4.25 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.46 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.36 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$776 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$623 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$464 Million0.67% of portfolio