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 $1.89 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
44,775Holding current value
$1.89 Million% of portfolio
1.31%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
477Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$83.7 Billion4.8% of portfolio
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Essential Planning, Llc. Portsmouth, NH77.8MShares$3.29 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$209 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$154 Million1.81% of portfolio