Journey Beyond Wealth, LLC Dimensional ETF Tr Transaction History
Journey Beyond Wealth, LLC
- $106 Billion
- Q4 2024
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 67,718 shares of DFIV stock, worth $2.62 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
67,718Holding current value
$2.62 Million% of portfolio
2.26%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
620Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$793 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$690 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$433 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$321 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$272 Million0.17% of portfolio