Bridge Generations Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025
Number of Shares
167,248
Previous 182,747 8.48%
Holding current value
$8.94 Billion
Previous $9.65 Billion 7.44%
% of portfolio
5.61%
Previous 6.38%

Shares

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

May 01, 2025
SELL
N/A
-15,499 Reduced 8.48%
167,248 $8.94 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
182,747 New
182,747 $9.65 Billion
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