Lji Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Lji Wealth Management, LLC

  • $502 Billion
  • Q1 2025
Number of Shares
33,232
Previous 18,349 81.11%
Holding current value
$1.02 Billion
Previous $551 Million 84.37%
% of portfolio
0.2%
Previous 0.11%

Shares

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