U.S. SMALL CAP VALUE PORTFOLIO LAD Holdings History
U.S. SMALL CAP VALUE PORTFOLIO's Lithia Motors Inc Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 318,862.00 shares of Lithia Motors Inc(LAD), totaling $93.35 Mil. This investment constitutes 0.68% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 1.22% of the outstanding Lithia Motors Inc(LAD) stock.
The initial trade took place in 2022Q4. And since then U.S. SMALL CAP VALUE PORTFOLIO has made 6 purchases of LAD, at an average price of $281.31, for a total of 354,692.00 shares. In addition, there have been 3 sales at an average price of $286.70 for 35,830.00 shares. Based on historical transaction data and LAD's current price of $350.51, U.S. SMALL CAP VALUE PORTFOLIO's estimated gain on his LAD holdings is $22.26 Mil, reflecting a 22.31% gain to date.
U.S. SMALL CAP VALUE PORTFOLIO LAD ($350.51) Holding Chart
U.S. SMALL CAP VALUE PORTFOLIO LAD ($350.51) 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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