Lji Wealth Management, LLC Dimensional ETF Tr Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

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 23,424 shares of DFAX stock, worth $598,248. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,424

Previous 23,248 0.76%

Holding current value

$598,248

Previous $628 Million 7.26%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$24.76 - $27.04 $4,357 - $4,759	176 Added 0.76%	23,424 $582 Million
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

# of Institutions

527

Shares Held

230M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Lji Wealth Management, LLC Dimensional ETF Tr Transaction History