Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Lionshead Wealth Management, LLC

$138 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

400

Shares Held

225M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.15 Billion
2.98% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.13 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$263 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$227 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$222 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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