Lji Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
309Shares Held
62.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$196 Million1.31% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.8 Million1.09% of portfolio