Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Bip Wealth, LLC

$1.62 Trillion
Q2 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 20,269 shares of DFSV stock, worth $655,702. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,269

Holding current value

$655,702

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 31, 2025	BUY	$24.21 - $29.47 $490,712 - $597,327	20,269 New	20,269 $597 Million

Others Institutions Holding DFSV

# of Institutions

477

Shares Held

129M

Call Options Held

Put Options Held

Savant Capital, LLC

11.8M
Shares

$381 Million
2.26% of portfolio
Mather Group, Llc. Chicago, IL

6.46M
Shares

$209 Million
2.05% of portfolio
Ci Private Wealth, LLC Miami, FL

5.8M
Shares

$188 Million
0.25% of portfolio
Jmg Financial Group, Ltd.

5.43M
Shares

$176 Million
5.05% of portfolio
Ritholtz Wealth Management

3.21M
Shares

$104 Million
2.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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