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 44,775 shares of DFAU stock, worth $1.69 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
44,775Holding current value
$1.69 Million% of portfolio
1.31%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
491Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
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Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
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Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio