BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK 2056071 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- DFAC23.55%
- DFAT13.88%
- TLH13.82%
- DFGR6.62%
- DFGP6.38%
- DFEM6.22%
- DFIC5.17%
- DIHP3.74%
- DUHP3.14%
- DFUV2.66%
Share classes counted separately85.18%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $35.66M | 23.55% | 1.03M shares | Prior unavailable — | — | ↗▾ |
| 02 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $21.02M | 13.88% | 377.63K shares | Prior unavailable — | — | ↗▾ |
| 03 | TLHISHARES 10-20 YEAR TREASURY10-20 YR TRS ETF View history and evidence | $20.92M | 13.82% | 210.20K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $10.02M | 6.62% | 392.26K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOBAL CORE PLUS View history and evidence | $9.65M | 6.38% | 182.75K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $9.41M | 6.22% | 359.38K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $7.83M | 5.17% | 302.78K shares | Prior unavailable — | — | ↗▾ |
| 08 | DIHPDIMENSIONAL INTERNATIONAL HIINTL HIGH PROFIT View history and evidence | $5.66M | 3.74% | 224.17K shares | Prior unavailable — | — | ↗▾ |
| 09 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $4.76M | 3.14% | 140.85K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.03M | 2.66% | 98.51K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056071 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 151412740
}Research all 97 reported holdings.
This page includes 30 of 97 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.