LJI Wealth Management, LLC DFUS Holdings History
LJI Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 43,636.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $2.64 Mil. This investment constitutes 0.53% of their stock portfolio, and LJI Wealth Management, LLC now holds 0.02% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q3. And since then LJI Wealth Management, LLC has made 3 purchases of DFUS, at an average price of $63.10, for a total of 43,636.00 shares. Based on historical transaction data and DFUS's current price of $68.51, LJI Wealth Management, LLC's estimated gain on his DFUS holdings is $235,929.38, reflecting a 8.57% gain to date.
LJI Wealth Management, LLC DFUS ($68.51) Holding Chart
LJI Wealth Management, LLC DFUS ($68.51) 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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