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 302,776 shares of DFIC stock, worth $8.38 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
302,776Holding current value
$8.38 Million% of portfolio
5.17%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
434Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
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Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio