Lji Wealth Management, LLC Dimensional ETF Tr Transaction History
Lji Wealth Management, LLC
- $573 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
698Shares Held
262MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$590 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$339 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC7.55MShares$277 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC7.21MShares$264 Million1.99% of portfolio
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Sym Financial Corp6.61MShares$242 Million25.8% of portfolio