Bridge Generations Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Bridge Generations Wealth Management LLC

  • $159 Billion
  • Q1 2025
Number of Shares
383,891
Previous 392,259 2.13%
Holding current value
$10.1 Billion
Previous $10 Billion 0.63%
% of portfolio
6.33%
Previous 6.62%

Shares

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

May 01, 2025
SELL
N/A
-8,368 Reduced 2.13%
383,891 $10.1 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
392,259 New
392,259 $10 Billion
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