Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Lji Wealth Management, LLC

$502 Billion
Q1 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 18,015 shares of DISV stock, worth $543,692. This represents 0.1% of its overall portfolio holdings.

Number of Shares

18,015

Previous 17,674 1.93%

Holding current value

$543,692

Previous $470 Million 11.71%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$26.09 - $30.21 $8,896 - $10,301	341 Added 1.93%	18,015 $525 Million
Q4 2024 Jan 28, 2025	BUY	$26.18 - $28.77 $78 - $86	3 Added 0.02%	17,674 $470 Million
Q3 2024 Nov 06, 2024	SELL	$26.06 - $29.18 $4,899 - $5,485	-188 Reduced 1.05%	17,671 $514 Million
Q2 2024 Aug 12, 2024	BUY	$26.23 - $28.56 $25,574 - $27,846	975 Added 5.77%	17,859 $480 Million
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

331

Shares Held

67.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History