Bridge Generations Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 132,480 shares of DISV stock, worth $4 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
132,480
Previous 135,001 1.87%
Holding current value
$4 Million
Previous $3.59 Billion 7.55%
% of portfolio
2.42%
Previous 2.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$26.09 - $30.21 $65,772 - $76,159
-2,521 Reduced 1.87%
132,480 $3.86 Billion
Q4 2024

Feb 13, 2025
BUY
$26.18 - $28.77 $3.53 Million - $3.88 Million
135,001 New
135,001 $3.59 Billion

Others Institutions Holding DISV

# of Institutions
330
Shares Held
67.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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