Lji Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025
Number of Shares
26,408
Previous 25,826 2.25%
Holding current value
$709 Million
Previous $678 Million 4.47%
% of portfolio
0.12%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
582 Added 2.25%
26,408 $709 Million
Q1 2025

May 01, 2025
SELL
N/A
-715 Reduced 2.69%
25,826 $678 Million
Q4 2024

Jan 28, 2025
BUY
N/A
484 Added 1.86%
26,541 $678 Million
Q3 2024

Nov 06, 2024
BUY
N/A
100 Added 0.39%
26,057 $752 Million
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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