Bwm Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bwm Planning, LLC holds 147,521 shares of DISV stock, worth $4 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
147,521
Previous 152,248 3.1%
Holding current value
$4 Million
Previous $4.42 Billion 11.41%
% of portfolio
1.71%
Previous 1.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
279
Shares Held
62.1M
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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