Lji Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Lji Wealth Management, LLC
- $573 Billion
- Q3 2025
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 16,968 shares of DFAT stock, worth $966,157. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,968
Previous 61,743
72.52%
Holding current value
$966,157
Previous $3.33 Billion
70.35%
% of portfolio
0.17%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
814Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL10.2MShares$581 Million8.73% of portfolio
-
Index Fund Advisors, Inc.6.44MShares$367 Million18.52% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio