Lji Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024
Number of Shares
25,957
Previous 22,894 13.38%
Holding current value
$649 Million
Previous $584 Million 10.98%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
N/A
3,063 Added 13.38%
25,957 $649 Million
Q1 2024

May 15, 2024
BUY
N/A
5,246 Added 29.73%
22,894 $584 Million
Q4 2023

Feb 13, 2024
BUY
N/A
17,648 New
17,648 $459 Million
Q3 2023

Feb 02, 2024
SELL
N/A
-98,097 Closed
0 $0
Q2 2023

Feb 02, 2024
BUY
N/A
98,097 New
98,097 $104 Million
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