Journey Beyond Wealth, LLC Dimensional ETF Tr Transaction History

Journey Beyond Wealth, LLC

  • $119 Billion
  • Q2 2025

A detailed history of Journey Beyond Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 83,755 shares of DFIV stock, worth $3.84 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
83,755
Previous 72,095 16.17%
Holding current value
$3.84 Million
Previous $2.84 Billion 26.42%
% of portfolio
3.03%
Previous 2.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$34.67 - $43.21 $404,252 - $503,828
11,660 Added 16.17%
83,755 $3.59 Billion
Q1 2025

Apr 24, 2025
BUY
$35.33 - $40.77 $154,639 - $178,450
4,377 Added 6.46%
72,095 $2.84 Billion
Q4 2024

Feb 11, 2025
BUY
$34.86 - $37.97 $2.36 Million - $2.57 Million
67,718 New
67,718 $2.4 Billion

Others Institutions Holding DFIV

# of Institutions
758
Shares Held
266M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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