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 $457,833. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,882
              Previous 10,824
              
        
           8.7%
        
      
          
        Holding current value
$457,833
            Previous $426,000
            
        
           0.7%
        
      
          
        % of portfolio
0.01%
            Previous 0.02%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFIV
# of Institutions
772Shares Held
269MCall Options Held
0Put Options Held
0- 
    
      Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
 - 
    
      Envestnet Asset Management Inc21.1MShares$979 Million0.28% of portfolio
 - 
    
      Mercer Global Advisors Inc Denver, CO19.9MShares$923 Million1.77% of portfolio
 - 
    
      Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$517 Million4.47% of portfolio
 - 
    
      Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio