Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

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 79,304 shares of DFSV stock, worth $2.38 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

79,304

Previous 74,767 6.07%

Holding current value

$2.38 Million

Previous $2.3 Billion 6.0%

% of portfolio

0.48%

Previous 0.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$30.18 - $33.87 $136,926 - $153,668	4,537 Added 6.07%	79,304 $2.44 Billion
Q3 2024 Nov 06, 2024	SELL	$28.25 - $31.7 $101,700 - $114,120	-3,600 Reduced 4.59%	74,767 $2.3 Billion
Q2 2024 Aug 12, 2024	BUY	$27.81 - $30.13 $325,154 - $352,279	11,692 Added 17.54%	78,367 $2.26 Billion
Q1 2024 May 15, 2024	BUY	$27.45 - $30.1 $114,603 - $125,667	4,175 Added 6.68%	66,675 $2.01 Billion
Q4 2023 Feb 13, 2024	SELL	$23.61 - $29.53 $436,312 - $545,714	-18,480 Reduced 22.82%	62,500 $1.82 Billion
Q3 2023 Feb 02, 2024	SELL	$24.97 - $27.69 $37.7 Million - $41.8 Million	-1,510,726 Reduced 94.91%	80,980 $2.05 Billion
Q2 2023 Feb 02, 2024	BUY	$23.17 - $25.7 $36.1 Million - $40 Million	1,557,240 Added 4518.19%	1,591,706 $1.77 Billion
Q1 2023 Feb 02, 2024	BUY	$23.74 - $28.31 $586,021 - $698,832	24,685 Added 252.38%	34,466 $859 Million
Q4 2022 Jan 02, 2024	BUY	$22.47 - $26.46 $219,779 - $258,805	9,781 New	9,781 $242 Million

Others Institutions Holding DFSV

# of Institutions

414

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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 Dimensional Transaction History