Lionshead Wealth Management, LLC Dimensional ETF Tr Transaction History

Lionshead Wealth Management, LLC

  • $96.3 Billion
  • Q1 2025

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 110,592 shares of DFAI stock, worth $3.93 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
110,592
Previous 153,826 28.11%
Holding current value
$3.93 Million
Previous $4.49 Billion 23.11%
% of portfolio
3.59%
Previous 3.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$28.88 - $32.4 $1.25 Million - $1.4 Million
-43,234 Reduced 28.11%
110,592 $3.45 Billion
Q4 2024

Feb 14, 2025
BUY
$29.0 - $31.6 $4.46 Million - $4.86 Million
153,826 New
153,826 $4.49 Billion

Others Institutions Holding DFAI

# of Institutions
672
Shares Held
248M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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