Bridge Generations Wealth Management LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 98,514 shares of DFUV stock, worth $4.23 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
98,514Holding current value
$4.23 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
696Shares Held
277MCall Options Held
300Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.45 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.35 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$771 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$461 Million0.67% of portfolio