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 $5.08 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
142,938
Previous 147,521 3.11%
Holding current value
$5.08 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
367
Shares Held
79.3M
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
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email