Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Lionshead Wealth Management, LLC
- $126 Billion
- Q3 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 14,186 shares of DFIC stock, worth $465,868. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,186
Previous 11,003
28.93%
Holding current value
$465,868
Previous $306 Million
52.24%
% of portfolio
0.37%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio