Lji Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Lji Wealth Management, LLC

$387 Billion
Q1 2024

A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lji Wealth Management, LLC holds 29,364 shares of DFUV stock, worth $1.14 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

29,364

Previous 27,955 5.04%

Holding current value

$1.14 Million

Previous $1.04 Billion 15.43%

% of portfolio

0.31%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$36.22 - $40.9 $51,033 - $57,628	1,409 Added 5.04%	29,364 $1.2 Billion
Q4 2023 Feb 13, 2024	BUY	$31.85 - $37.39 $168,168 - $197,419	5,280 Added 23.29%	27,955 $1.04 Billion
Q3 2023 Feb 02, 2024	SELL	$33.83 - $36.19 $20.4 Million - $21.8 Million	-602,560 Reduced 96.37%	22,675 $771 Million
Q2 2023 Feb 02, 2024	BUY	$32.32 - $34.5 $19.5 Million - $20.8 Million	603,263 Added 2745.6%	625,235 $780 Million
Q1 2023 Feb 02, 2024	BUY	$31.9 - $35.83 $293,001 - $329,098	9,185 Added 71.83%	21,972 $736 Million

Q4 2022 Jan 02, 2024	BUY	$33.0 - $35.36 $421,971 - $452,148	12,787 New	12,787 $428 Million

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History