Lion Street Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
A detailed history of Lion Street Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lion Street Advisors, LLC holds 12,186 shares of DFIC stock, worth $350,834. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,186
Previous 12,186
-0.0%
Holding current value
$350,834
Previous $342,000
7.89%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio