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 77,187 shares of DFIV stock, worth $3.1 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
77,187Holding current value
$3.1 Million% of portfolio
1.81%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$822 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$715 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$449 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$333 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio