Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Lionshead Wealth Management, LLC

$126 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

524

Shares Held

300M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.05 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$947 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$545 Million
8.43% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$168 Million
0.21% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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