Lionshead Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Lionshead Wealth Management, LLC
- $126 Billion
- Q3 2025
A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 76,632 shares of DFAT stock, worth $4.36 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
76,632
Previous 97,712
21.57%
Holding current value
$4.36 Million
Previous $5.03 Billion
11.34%
% of portfolio
3.54%
Previous 5.23%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio