Lji Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Lji Wealth Management, LLC
- $502 Billion
- Q1 2025
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 9,592 shares of DFIC stock, worth $299,366. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,592
Previous 9,715
1.27%
Holding current value
$299,366
Previous $251 Million
6.09%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
473Shares Held
280MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio