Bridge Generations Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q4 2024
A detailed history of Bridge Generations Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 377,625 shares of DFAT stock, worth $21.5 Million. This represents 13.88% of its overall portfolio holdings.
Number of Shares
377,625Holding current value
$21.5 Million% of portfolio
13.88%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
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Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio