Journey Beyond Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Journey Beyond Wealth, LLC

  • $122 Billion
  • Q3 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 27,583 shares of DISV stock, worth $990,781. This represents 0.81% of its overall portfolio holdings.

Number of Shares
27,583
Previous 25,500 8.17%
Holding current value
$990,781
Previous $839 Million 17.31%
% of portfolio
0.81%
Previous 0.71%

Shares

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

Oct 28, 2025
BUY
$32.78 - $35.79 $68,280 - $74,550
2,083 Added 8.17%
27,583 $984 Million
Q2 2025

Jul 21, 2025
BUY
$25.93 - $32.91 $2,178 - $2,764
84 Added 0.33%
25,500 $839 Million
Q1 2025

Apr 24, 2025
BUY
$26.09 - $30.21 $192,178 - $222,526
7,366 Added 40.81%
25,416 $740 Million
Q4 2024

Feb 11, 2025
BUY
$26.18 - $28.77 $472,549 - $519,298
18,050 New
18,050 $480 Million

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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