Lji Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lji Wealth Management, LLC
- $452 Billion
- Q2 2024
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 9,039 shares of DFNM stock, worth $437,758. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,039
Previous 5,244
72.37%
Holding current value
$437,758
Previous $252 Million
71.22%
% of portfolio
0.1%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
178Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.8 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio