Lji Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Lji Wealth Management, LLC

$502 Billion
Q1 2025

A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lji Wealth Management, LLC holds 56,368 shares of DFAT stock, worth $2.96 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

56,368

Previous 56,245 0.22%

Holding current value

$2.96 Million

Previous $3.13 Billion 7.29%

% of portfolio

0.58%

Previous 0.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$50.44 - $58.1 $6,204 - $7,146	123 Added 0.22%	56,368 $2.9 Billion
Q4 2024 Jan 28, 2025	BUY	$54.54 - $61.04 $13,198 - $14,771	242 Added 0.43%	56,245 $3.13 Billion
Q3 2024 Nov 06, 2024	SELL	$51.0 - $57.07 $225,726 - $252,591	-4,426 Reduced 7.32%	56,003 $3.12 Billion
Q2 2024 Aug 12, 2024	BUY	$50.18 - $54.47 $8,430 - $9,150	168 Added 0.28%	60,429 $3.13 Billion
Q1 2024 May 15, 2024	BUY	$49.45 - $54.43 $4,104 - $4,517	83 Added 0.14%	60,261 $3.28 Billion
Q4 2023 Feb 13, 2024	BUY	$42.71 - $53.09 $6,620 - $8,228	155 Added 0.26%	60,178 $3.15 Billion
Q3 2023 Feb 02, 2024	SELL	$45.07 - $49.71 $79.2 Million - $87.4 Million	-1,757,610 Reduced 96.7%	60,023 $2.74 Billion
Q2 2023 Feb 02, 2024	BUY	$41.44 - $46.39 $72.8 Million - $81.5 Million	1,757,251 Added 2910.22%	1,817,633 $2.81 Billion
Q1 2023 Feb 02, 2024	BUY	$42.38 - $49.75 $6,017 - $7,064	142 Added 0.24%	60,382 $2.69 Billion
Q4 2022 Jan 02, 2024	BUY	$40.24 - $46.91 $2.42 Million - $2.83 Million	60,240 New	60,240 $2.65 Billion

Others Institutions Holding DFAT

# of Institutions

770

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 U S Target Transaction History