Bwm Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bwm Planning, LLC holds 142,938 shares of DISV stock, worth $4.7 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
142,938
Previous 147,521 3.11%
Holding current value
$4.7 Million
Previous $3.92 Billion 6.19%
% of portfolio
1.76%
Previous 1.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$26.09 - $30.21 $119,570 - $138,452
-4,583 Reduced 3.11%
142,938 $4.16 Billion
Q4 2024

Jan 22, 2025
SELL
$26.18 - $28.77 $123,752 - $135,995
-4,727 Reduced 3.1%
147,521 $3.92 Billion
Q3 2024

Oct 09, 2024
BUY
$26.06 - $29.18 $3.97 Million - $4.44 Million
152,248 New
152,248 $4.42 Billion

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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