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 79,167 shares of DFSV stock, worth $2.37 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
79,167
Previous 73,164 8.2%
Holding current value
$2.37 Million
Previous $2.06 Billion 13.13%
% of portfolio
0.41%
Previous 0.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$24.21 - $29.47 $145,332 - $176,908
6,003 Added 8.2%
79,167 $2.33 Billion
Q1 2025

May 01, 2025
SELL
$27.56 - $32.1 $169,218 - $197,094
-6,140 Reduced 7.74%
73,164 $2.06 Billion
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
475
Shares Held
132M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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