Lji Wealth Management, LLC Dimensional ETF Tr Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 23,424 shares of DFAX stock, worth $596,843. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,424

Previous 23,248 0.76%

Holding current value

$596,843

Previous $628 Million 7.26%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$24.76 - $27.04 $4,357 - $4,759	176 Added 0.76%	23,424 $582 Million
Q3 2024 Nov 06, 2024	BUY	$24.29 - $27.25 $3,157 - $3,542	130 Added 0.56%	23,248 $628 Million
Q2 2024 Aug 12, 2024	BUY	$24.57 - $26.36 $5,307 - $5,693	216 Added 0.94%	23,118 $588 Million
Q1 2024 May 15, 2024	SELL	$23.42 - $25.45 $46 - $50	-2 Reduced 0.01%	22,902 $583 Million
Q4 2023 Feb 13, 2024	BUY	$21.44 - $24.42 $3,151 - $3,589	147 Added 0.65%	22,904 $559 Million
Q3 2023 Feb 02, 2024	SELL	$22.41 - $24.35 $3.28 Million - $3.56 Million	-146,168 Reduced 86.53%	22,757 $512 Million
Q2 2023 Feb 02, 2024	BUY	$22.56 - $24.03 $3.3 Million - $3.52 Million	146,403 Added 650.04%	168,925 $530 Million
Q1 2023 Feb 02, 2024	BUY	$21.74 - $23.72 $2,804 - $3,059	129 Added 0.58%	22,522 $519 Million
Q4 2022 Jan 02, 2024	BUY	$18.81 - $22.36 $421,212 - $500,707	22,393 New	22,393 $484 Million

Others Institutions Holding DFAX

# of Institutions

521

Shares Held

226M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Dimensional ETF Tr Transaction History