Bridge Generations Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q3 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 146,243 shares of DUHP stock, worth $5.51 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
146,243
Previous 166,574
12.21%
Holding current value
$5.51 Million
Previous $5.92 Billion
6.75%
% of portfolio
3.67%
Previous 3.59%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio