Dimensional VA U.S. Targeted Value Portfolio LAD Holdings History
Dimensional VA U.S. Targeted Value Portfolio's Lithia Motors Inc Holding Summary
As of 2025-04-30, Dimensional VA U.S. Targeted Value Portfolio held 9,521.00 shares of Lithia Motors Inc(LAD), totaling $2.79 Mil. This investment constitutes 0.45% of their stock portfolio, and Dimensional VA U.S. Targeted Value Portfolio now holds 0.04% of the outstanding Lithia Motors Inc(LAD) stock.
The initial trade took place in 2021Q4. And since then Dimensional VA U.S. Targeted Value Portfolio has made 6 purchases of LAD, at an average price of $302.48, for a total of 9,535.00 shares. In addition, there have been 1 sales at an average price of $298.65 for 14.00 shares. Based on historical transaction data and LAD's current price of $331.23, Dimensional VA U.S. Targeted Value Portfolio's estimated gain on his LAD holdings is $273,692.12, reflecting a 9.49% gain to date.
Dimensional VA U.S. Targeted Value Portfolio LAD ($331.23) Holding Chart
Dimensional VA U.S. Targeted Value Portfolio LAD ($331.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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