Lji Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lji Wealth Management, LLC holds 23,807 shares of DFUS stock, worth $1.55 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
23,807
Previous 9,598
148.04%
Holding current value
$1.55 Million
Previous $597 Million
154.22%
% of portfolio
0.3%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
723Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.72 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$518 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$378 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$312 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$263 Million0.09% of portfolio