Lji Wealth Management, LLC Dimensional ETF Tr Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 23,248 shares of DFAX stock, worth $586,314. This represents 0.13% of its overall portfolio holdings.
Number of Shares
23,248
Previous 23,118
0.56%
Holding current value
$586,314
Previous $588 Million
6.85%
% of portfolio
0.13%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio