Journey Beyond Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
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
Others Institutions Holding DISV
# of Institutions
355Shares Held
76.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$293 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$195 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$193 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.9 Million1.1% of portfolio