Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 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 9,715 shares of DFIC stock, worth $272,214. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,715
Previous 9,712
0.03%
Holding current value
$272,214
Previous $273 Million
8.13%
% of portfolio
0.05%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio