Bridge Generations Wealth Management LLC ETF holdings
South Miami, FL
Reported $195.3M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$195.3M
ETFs held
33
Change from prior quarter
+12.6%
With price moves
ETFs as a share of its 13F
99.5%
of $196.2M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $34.3M | 772,256 | −5,155 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $21.8M | 311,403 | +903 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $20.1M | 708,223 | +47,306 shares |
| MUB | iShares National Muni Bond ETF | $14.8M | 137,613 | +13,603 shares |
| DFGR | Dimensional Global Real Estate ETF | $10.7M | 370,107 | +10,421 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $10.2M | 250,965 | +2,565 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $9.2M | 247,440 | +1,832 shares |
| DFGP | Dimensional Global Core Plus Fixed Income ETF | $8.5M | 156,964 | −5,223 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $7.8M | 145,346 | +37,181 shares |
| DUHP | Dimensional US High Profitability ETF | $7.3M | 174,112 | +7,464 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056071. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bridge Generations Wealth Management LLC own?
Bridge Generations Wealth Management LLC reported 33 ETF positions worth $195.3M in its Form 13F for June 30, 2026. The largest was DFAC, at $34.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.