Bridge Generations Wealth Management LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 140,855 shares of DUHP stock, worth $4.67 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
140,855Holding current value
$4.67 Million% of portfolio
3.14%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio