Journey Strategic Wealth LLC Dimensional ETF Tr Transaction History

Journey Strategic Wealth LLC

  • $2.83 Billion
  • Q1 2025

A detailed history of Journey Strategic Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,824 shares of DFIV stock, worth $483,075. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,824
Previous 19,662 44.95%
Holding current value
$483,075
Previous $697,000 38.88%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$35.33 - $40.77 $312,246 - $360,325
-8,838 Reduced 44.95%
10,824 $426,000
Q4 2024

Jan 24, 2025
SELL
$34.86 - $37.97 $1.08 Million - $1.17 Million
-30,851 Reduced 61.08%
19,662 $697,000
Q3 2024

Nov 12, 2024
BUY
$34.66 - $38.38 $1.75 Million - $1.94 Million
50,513 New
50,513 $1.92 Million

Others Institutions Holding DFIV

# of Institutions
723
Shares Held
234M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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