Lionshead Wealth Management, LLC Dimensional ETF Tr Transaction History

Lionshead Wealth Management, LLC

  • $126 Billion
  • Q3 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 227,170 shares of DFAI stock, worth $8.43 Million. This represents 6.55% of its overall portfolio holdings.

Number of Shares
227,170
Previous 110,592 105.41%
Holding current value
$8.43 Million
Previous $3.45 Billion 139.09%
% of portfolio
6.55%
Previous 3.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$34.05 - $36.55 $3.97 Million - $4.26 Million
116,578 Added 105.41%
227,170 $8.26 Billion
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
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Lionshead Wealth Management, LLC Portfolio

Follow Lionshead Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lionshead Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionshead Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email