Bip Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bip Wealth, LLC
- $1.49 Trillion
- Q4 2024
A detailed history of Bip Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bip Wealth, LLC holds 233,611 shares of DFUV stock, worth $9.96 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
233,611
Previous 211,899
10.25%
Holding current value
$9.96 Million
Previous $8.83 Billion
8.21%
% of portfolio
0.64%
Previous 0.6%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio