Lionshead Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 4,579 shares of DFUS stock, worth $275,381. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,579Holding current value
$275,381% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
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Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio