Lji Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Lji Wealth Management, LLC
- $502 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
121MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
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Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
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Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
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True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio