Lji Wealth Management, LLC Dimensional ETF Tr Transaction History
Lji Wealth Management, LLC
- $387 Billion
- Q1 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 22,902 shares of DFAX stock, worth $594,077. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,902
Previous 22,904
0.01%
Holding current value
$594,077
Previous $559 Million
4.17%
% of portfolio
0.15%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$299 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$285 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$149 Million0.24% of portfolio