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 8,780 shares of DISV stock, worth $236,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,780

Holding current value

$236,621

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$26.06 - $29.18 $228,806 - $256,200	8,780 New	8,780 $255 Million

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.59M
Shares

$232 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$167 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$84.9 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$44.4 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$36.5 Million
1.2% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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