Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bip Wealth, LLC
- $1.53 Trillion
- Q1 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 40,290 shares of DISV stock, worth $1.29 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
40,290
Previous 23,464
71.71%
Holding current value
$1.29 Million
Previous $623 Million
88.19%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
342Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$283 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$196 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$100 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$74.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52.5 Million1.46% of portfolio