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 146,772 shares of DUHP stock, worth $4.8 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
146,772
Previous 140,855
4.2%
Holding current value
$4.8 Million
Previous $4.76 Billion
2.2%
% of portfolio
3.05%
Previous 3.14%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
402Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio