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 $439,657. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,131
Previous 8,831 3.4%
Holding current value
$439,657
Previous $429 Million 1.76%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$47.65 - $48.6 $14,295 - $14,580
300 Added 3.4%
9,131 $436 Million
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
236
Shares Held
24.9M
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
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