Lji Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Lji Wealth Management, LLC
- $452 Billion
- Q2 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lji Wealth Management, LLC holds 60,429 shares of DFAT stock, worth $3.31 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
60,429
Previous 60,261
0.28%
Holding current value
$3.31 Million
Previous $3.28 Billion
4.44%
% of portfolio
0.69%
Previous 0.85%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$774 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$680 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$481 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$265 Million2.47% of portfolio