Lionshead Wealth Management, LLC Dimensional ETF Tr Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 15,789 shares of DFAE stock, worth $410,040. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,789Holding current value
$410,040% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio