LJI Wealth Management, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1988563
Indianapolis, IN
All Filings in DFNM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFNM | $510,602 | 10,600 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 DFNM | $428,909 | 9,043 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 DFNM | $420,090 | 8,831 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 DFNM | $436,187 | 9,131 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 DFNM | $428,656 | 8,831 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 DFNM | $431,793 | 9,039 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DFNM | $252,183 | 5,244 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFNM | $254,386 | 5,244 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 DFNM | $129,887 | 129,887 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||