Lion Street Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
A detailed history of Lion Street Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lion Street Advisors, LLC holds 12,186 shares of DFIC stock, worth $326,462. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,186
Previous 12,186
-0.0%
Holding current value
$326,462
Previous $342,000
7.89%
% of portfolio
0.1%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
389Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$723 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$689 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio