Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bip Wealth, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Bip Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bip Wealth, LLC holds 52,367 shares of DISV stock, worth $1.86 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
52,367
Previous 40,290
29.98%
Holding current value
$1.86 Million
Previous $1.17 Billion
46.89%
% of portfolio
0.11%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio