A detailed history of Journey Beyond Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 25,500 shares of DISV stock, worth $841,500. This represents 0.71% of its overall portfolio holdings.

Number of Shares
25,500
Previous 25,416 0.33%
Holding current value
$841,500
Previous $740 Million 13.39%
% of portfolio
0.71%
Previous 0.69%

Shares

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

Jul 21, 2025

BUY
$25.93 - $32.91 $2,178 - $2,764
84 Added 0.33%
25,500 $839 Million
Q1 2025

Apr 24, 2025

BUY
$26.09 - $30.21 $192,178 - $222,526
7,366 Added 40.81%
25,416 $740 Million
Q4 2024

Feb 11, 2025

BUY
$26.18 - $28.77 $472,549 - $519,298
18,050 New
18,050 $480 Million

Others Institutions Holding DISV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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