Lji Wealth Management, LLC Dimensional ETF Tr Transaction History
Lji Wealth Management, LLC
- $502 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
657Shares Held
240MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$660 Million0.87% of portfolio
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Envestnet Asset Management Inc7.43MShares$261 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$246 Million0.02% of portfolio
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Sym Financial Corp6.67MShares$235 Million25.84% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$201 Million18.44% of portfolio