Bridge Generations Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 166,574 shares of DUHP stock, worth $6.09 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
166,574
Previous 146,772
13.49%
Holding current value
$6.09 Million
Previous $4.86 Billion
21.78%
% of portfolio
3.59%
Previous 3.05%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.39 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.28 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$298 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$258 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$254 Million4.35% of portfolio