Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bip Wealth, LLC
- $1.49 Trillion
- Q4 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 23,464 shares of DISV stock, worth $661,215. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,464
Previous 8,780
167.24%
Holding current value
$661,215
Previous $255 Million
144.35%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio