Bridge Generations Wealth Management LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 119,035 shares of DFAX stock, worth $3.13 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
119,035Holding current value
$3.13 Million% of portfolio
1.95%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
564Shares Held
243MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio