Lji Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Lji Wealth Management, LLC

$502 Billion
Q1 2025

A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Lji Wealth Management, LLC holds 8,831 shares of DFNM stock, worth $419,207. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,831

Previous 9,131 3.29%

Holding current value

$419,207

Previous $436 Million 3.69%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$47.35 - $48.24 $14,205 - $14,472	-300 Reduced 3.29%	8,831 $420 Million
Q4 2024 Jan 28, 2025	BUY	$47.65 - $48.6 $14,295 - $14,580	300 Added 3.4%	9,131 $436 Million
Q3 2024 Nov 06, 2024	SELL	$47.7 - $48.54 $9,921 - $10,096	-208 Reduced 2.3%	8,831 $429 Million
Q2 2024 Aug 12, 2024	BUY	$47.4 - $48.0 $179,883 - $182,160	3,795 Added 72.37%	9,039 $432 Million
Q4 2023 Feb 13, 2024	BUY	$46.17 - $48.51 $242,115 - $254,386	5,244 New	5,244 $254 Million
Q3 2023 Feb 02, 2024	SELL	$46.44 - $47.81 $6.03 Million - $6.21 Million	-129,887 Closed	0 $0
Q2 2023 Feb 02, 2024	BUY	$47.15 - $48.62 $6.12 Million - $6.32 Million	129,887 New	129,887 $130 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

27M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Lji Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History