Bwm Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 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 150,436 shares of DISV stock, worth $5.4 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
150,436
Previous 142,938 5.25%
Holding current value
$5.4 Million
Previous $4.16 Billion 28.99%
% of portfolio
1.6%
Previous 1.76%

Shares

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

Oct 31, 2025
BUY
$32.78 - $35.79 $245,784 - $268,353
7,498 Added 5.25%
150,436 $5.37 Billion
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
391
Shares Held
81.8M
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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