Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Lji Wealth Management, LLC

$574 Billion
Q2 2025

A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lji Wealth Management, LLC holds 9,598 shares of DFIC stock, worth $315,102. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,598

Previous 9,592 0.06%

Holding current value

$315,102

Previous $266 Million 12.02%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$24.94 - $31.15 $149 - $186	6 Added 0.06%	9,598 $298 Million
Q1 2025 May 01, 2025	SELL	$25.54 - $28.79 $3,141 - $3,541	-123 Reduced 1.27%	9,592 $266 Million
Q4 2024 Jan 28, 2025	BUY	$25.61 - $28.0 $76 - $84	3 Added 0.03%	9,715 $251 Million
Q3 2024 Nov 06, 2024	BUY	$25.36 - $28.37 $13,871 - $15,518	547 Added 5.97%	9,712 $273 Million
Q2 2024 Aug 12, 2024	BUY	$25.73 - $27.44 $128 - $137	5 Added 0.05%	9,165 $241 Million
Q1 2024 May 15, 2024	BUY	$24.62 - $26.83 $24 - $26	1 Added 0.01%	9,160 $245 Million
Q4 2023 Feb 13, 2024	BUY	$22.18 - $25.58 $203,146 - $234,287	9,159 New	9,159 $234 Million
Q3 2023 Feb 02, 2024	SELL	$23.25 - $25.17 $1.27 Million - $1.37 Million	-54,606 Closed	0 $0
Q2 2023 Feb 02, 2024	BUY	$23.45 - $24.88 $1.28 Million - $1.36 Million	54,606 New	54,606 $54.6 Million

Others Institutions Holding DFIC

# of Institutions

513

Shares Held

297M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History