Number of Shares
318,862.00
Current Holdings Value*
$93.35 Mil
% of Portfolio
0.68%
Total Estimate Gain
$24.20 Mil
% of Total Estimate Gain
24.25%

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 $356.60, U.S. SMALL CAP VALUE PORTFOLIO's estimated gain on his LAD holdings is $24.20 Mil, reflecting a 24.25% gain to date.

U.S. SMALL CAP VALUE PORTFOLIO LAD ($356.60) Holding Chart

U.S. SMALL CAP VALUE PORTFOLIO LAD ($356.60) 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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