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 $645,566. This represents 0.05% of its overall portfolio holdings.

Number of Shares

24,361

Holding current value

$645,566

% 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

370

Shares Held

237M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

27M
Shares

$715 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$682 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$418 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$156 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.86M
Shares

$129 Million
17.02% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account