Lji Wealth Management, LLC Dimensional ETF Tr Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
529Shares Held
167MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
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Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL4.24MShares$129 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio