Lji Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 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 56,003 shares of DFAT stock, worth $3.12 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
56,003
Previous 60,429
7.32%
Holding current value
$3.12 Million
Previous $3.13 Billion
0.61%
% of portfolio
0.64%
Previous 0.69%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio