Lji Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 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 9,131 shares of DFNM stock, worth $433,448. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,131
Previous 8,831
3.4%
Holding current value
$433,448
Previous $429 Million
1.76%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
240Shares Held
25MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.3 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio