Journey Strategic Wealth LLC Dimensional ETF Tr Transaction History
Journey Strategic Wealth LLC
- $3.03 Billion
- Q2 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 9,882 shares of DFIV stock, worth $446,567. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,882
Previous 10,824
8.7%
Holding current value
$446,567
Previous $426,000
0.7%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
744Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$955 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$900 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$505 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio