Lji Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025
Number of Shares
32,130
Previous 33,232 3.32%
Holding current value
$997 Million
Previous $1.02 Billion 1.89%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Jul 31, 2025
SELL
N/A
-1,102 Reduced 3.32%
32,130 $997 Million
Q1 2025

May 01, 2025
BUY
N/A
14,883 Added 81.11%
33,232 $1.02 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
1,476 Added 8.75%
18,349 $551 Million
Q3 2024

Nov 06, 2024
BUY
N/A
4,825 Added 40.05%
16,873 $520 Million
Q2 2024

Aug 12, 2024
BUY
N/A
12,048 New
12,048 $348 Million
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