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 $421,062. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,831
Previous 9,039
2.3%
Holding current value
$421,062
Previous $432 Million
0.73%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio