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

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 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 8,831 shares of DFNM stock, worth $424,682. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,831
Previous 9,039 2.3%
Holding current value
$424,682
Previous $432 Million 0.73%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
201
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email