Journey Beyond Wealth, LLC Dimensional ETF Tr Transaction History

Journey Beyond Wealth, LLC

  • $122 Billion
  • Q3 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 86,849 shares of DFIV stock, worth $4.16 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
86,849
Previous 83,755 3.69%
Holding current value
$4.16 Million
Previous $3.59 Billion 11.66%
% of portfolio
3.3%
Previous 3.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$42.66 - $46.53 $131,990 - $143,963
3,094 Added 3.69%
86,849 $4.01 Billion
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
792
Shares Held
258M
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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