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 44,935 shares of DFAU stock, worth $1.93 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
44,935
Previous 44,775
0.36%
Holding current value
$1.93 Million
Previous $1.81 Billion
4.73%
% of portfolio
1.79%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
506Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$151 Million1.87% of portfolio