Bip Wealth, LLC Dimensional ETF Tr Transaction History

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

A detailed history of Bip Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bip Wealth, LLC holds 6,786 shares of DFIV stock, worth $242,260. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,786

Holding current value

$242,260

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$34.66 - $38.38 $235,202 - $260,446	6,786 New	6,786 $258 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$692 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$676 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$399 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$277 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$241 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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