Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 20,196 shares of DFIC stock, worth $557,207. This represents 0.38% of its overall portfolio holdings.
Number of Shares
20,196Holding current value
$557,207% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$451 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio