Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lji Wealth Management, LLC holds 9,712 shares of DFIC stock, worth $252,123. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,712
Previous 9,165
5.97%
Holding current value
$252,123
Previous $241 Million
13.42%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio