Lji Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lji Wealth Management, LLC holds 29,195 shares of DFUV stock, worth $1.25 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
29,195
Previous 29,779
1.96%
Holding current value
$1.25 Million
Previous $1.24 Billion
3.77%
% of portfolio
0.24%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$767 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio