Lji Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lji Wealth Management, LLC holds 89,228 shares of DFAC stock, worth $3.18 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
89,228
Previous 89,643
0.46%
Holding current value
$3.18 Million
Previous $3.07 Billion
0.41%
% of portfolio
0.61%
Previous 0.63%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio