Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bip Wealth, LLC
- $2.72 Billion
- Q3 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 59,801 shares of DFIC stock, worth $2 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
59,801
Previous 51,005
17.25%
Holding current value
$2 Million
Previous $1.59 Billion
99.88%
% of portfolio
0.07%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio