Lji Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lji Wealth Management, LLC
- $489 Billion
- Q3 2024
A detailed history of Lji Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lji Wealth Management, LLC holds 29,779 shares of DFUV stock, worth $1.23 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
29,779
Previous 29,776
0.01%
Holding current value
$1.23 Million
Previous $1.17 Billion
6.17%
% of portfolio
0.25%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio