Lji Wealth Management, LLC Dimensional ETF Tr Transaction History

Lji Wealth Management, LLC

$502 Billion
Q1 2025

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 37,727 shares of DFIV stock, worth $1.51 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

37,727

Previous 34,631 8.94%

Holding current value

$1.51 Million

Previous $1.23 Billion 20.85%

% of portfolio

0.3%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$35.33 - $40.77 $109,381 - $126,223	3,096 Added 8.94%	37,727 $1.48 Billion
Q4 2024 Jan 28, 2025	SELL	$34.86 - $37.97 $10,109 - $11,011	-290 Reduced 0.83%	34,631 $1.23 Billion
Q3 2024 Nov 06, 2024	BUY	$34.66 - $38.38 $46,756 - $51,774	1,349 Added 4.02%	34,921 $1.33 Billion
Q2 2024 Aug 12, 2024	BUY	$35.5 - $38.02 $48,067 - $51,479	1,354 Added 4.2%	33,572 $1.21 Billion
Q1 2024 May 15, 2024	BUY	$33.15 - $36.75 $81,515 - $90,368	2,459 Added 8.26%	32,218 $1.18 Billion
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $21,787 - $24,328	706 Added 2.43%	29,759 $1.02 Billion
Q3 2023 Feb 02, 2024	SELL	$32.1 - $34.42 $24.7 Million - $26.5 Million	-769,290 Reduced 96.36%	29,053 $948 Million
Q2 2023 Feb 02, 2024	BUY	$31.45 - $33.77 $24.2 Million - $26 Million	770,255 Added 2742.29%	798,343 $949 Million
Q1 2023 Feb 02, 2024	BUY	$30.43 - $33.38 $166,634 - $182,788	5,476 Added 24.22%	28,088 $905 Million
Q4 2022 Jan 02, 2024	BUY	$25.88 - $31.1 $585,198 - $703,233	22,612 New	22,612 $687 Million

Others Institutions Holding DFIV

# of Institutions

662

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Lji Wealth Management, LLC Dimensional ETF Tr Transaction History