Lji Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024
Number of Shares
18,349
Previous 16,873 8.75%
Holding current value
$551 Million
Previous $520 Million 5.99%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
N/A
1,476 Added 8.75%
18,349 $551 Million
Q3 2024

Nov 06, 2024
BUY
N/A
4,825 Added 40.05%
16,873 $520 Million
Q2 2024

Aug 12, 2024
BUY
N/A
12,048 New
12,048 $348 Million
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