Bip Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 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 20,743 shares of DFIS stock, worth $651,745. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,743

Holding current value

$651,745

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$30.89 - $32.15 $640,751 - $666,887	20,743 New	20,743 $651,000

Others Institutions Holding DFIS

# of Institutions

297

Shares Held

114M

Call Options Held

Put Options Held

Jones Financial Companies Lllp

34.1M
Shares

$1.07 Billion
0.74% of portfolio
Matson Money. Inc.

12.1M
Shares

$381 Million
12.33% of portfolio
Natixis Advisors, L.P. Boston, MA

7.99M
Shares

$251 Million
0.37% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

3.53M
Shares

$111 Million
0.47% of portfolio
First Citizens Bank & Trust CO

3.43M
Shares

$108 Million
1.94% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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