Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Lji Wealth Management, LLC

  • $387 Billion
  • Q1 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 16,884 shares of DISV stock, worth $465,660. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,884
Previous 13,997 20.63%
Holding current value
$465,660
Previous $361 Million 27.2%
% of portfolio
0.12%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$24.73 - $27.24 $71,395 - $78,641
2,887 Added 20.63%
16,884 $459 Million
Q4 2023

Feb 13, 2024
BUY
$22.43 - $25.87 $88,508 - $102,083
3,946 Added 39.26%
13,997 $361 Million
Q3 2023

Feb 02, 2024
SELL
$23.27 - $25.13 $2.34 Million - $2.53 Million
-100,620 Reduced 90.92%
10,051 $239 Million
Q2 2023

Feb 02, 2024
BUY
$23.01 - $24.6 $2.55 Million - $2.72 Million
110,671 New
110,671 $111 Million

Others Institutions Holding DISV

# of Institutions
247
Shares Held
53.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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