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 23,248 shares of DFAX stock, worth $586,314. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,248
Previous 23,118 0.56%
Holding current value
$586,314
Previous $588 Million 6.85%
% of portfolio
0.13%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.