Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 27,084 shares of DUHP stock, worth $889,709. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,084Holding current value
$889,709% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
395Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio