Lji Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lji Wealth Management, LLC
- $452 Billion
- Q2 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 29,776 shares of DFUV stock, worth $1.23 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
29,776
Previous 29,364
1.4%
Holding current value
$1.23 Million
Previous $1.2 Billion
2.64%
% of portfolio
0.26%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
631Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$760 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio