Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

A detailed history of Bip Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bip Wealth, LLC holds 24,361 shares of DFIC stock, worth $625,103. This represents 0.05% of its overall portfolio holdings.

Number of Shares

24,361

Holding current value

$625,103

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$25.36 - $28.37 $617,794 - $691,121	24,361 New	24,361 $686 Million

Others Institutions Holding DFIC

# of Institutions

364

Shares Held

234M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

27M
Shares

$693 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$660 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$405 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$151 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.86M
Shares

$125 Million
17.02% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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