Bip Wealth, LLC DIMENSIONAL ETF TRUST US LARGE CAP VALUE ETF Transaction History

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025
Number of Shares
102,398
Previous 80,638 26.98%
Holding current value
$0
Previous $2.5 Billion 100.0%
% of portfolio
0.0%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
21,760 Added 26.98%
102,398 $0
Q2 2025

Jul 31, 2025
BUY
N/A
10,884 Added 15.6%
80,638 $2.5 Billion
Q1 2025

May 02, 2025
BUY
N/A
15,350 Added 28.21%
69,754 $2.13 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
19,200 Added 54.54%
54,404 $1.63 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
35,204 New
35,204 $1.08 Billion
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