Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bip Wealth, LLC
- $1.53 Trillion
- Q1 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 50,987 shares of DFIC stock, worth $1.55 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,987
Previous 39,987
27.51%
Holding current value
$1.55 Million
Previous $1.03 Billion
37.0%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$941 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio