Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Lionshead Wealth Management, LLC

  • $96.3 Billion
  • Q1 2025

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 11,003 shares of DFIC stock, worth $343,403. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,003
Previous 20,196 45.52%
Holding current value
$343,403
Previous $522 Million 41.46%
% of portfolio
0.32%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.54 - $28.79 $234,789 - $264,666
-9,193 Reduced 45.52%
11,003 $306 Million
Q4 2024

Feb 14, 2025
BUY
$25.61 - $28.0 $517,219 - $565,488
20,196 New
20,196 $522 Million

Others Institutions Holding DFIC

# of Institutions
478
Shares Held
283M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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