Lionshead Wealth Management, LLC Dimensional ETF Tr Transaction History

Lionshead Wealth Management, LLC

  • $133 Billion
  • Q4 2025

A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 8,407 shares of DFAE stock, worth $273,227. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,407
Previous 8,866 5.18%
Holding current value
$273,227
Previous $280 Million 2.05%
% of portfolio
0.21%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$30.74 - $33.05 $14,109 - $15,169
-459 Reduced 5.18%
8,407 $274 Million
Q3 2025

Oct 10, 2025
BUY
$28.84 - $31.84 $7,613 - $8,405
264 Added 3.07%
8,866 $280 Million
Q1 2025

May 14, 2025
SELL
$24.64 - $26.86 $177,087 - $193,042
-7,187 Reduced 45.52%
8,602 $223 Million
Q4 2024

Feb 14, 2025
BUY
$25.36 - $28.15 $400,409 - $444,460
15,789 New
15,789 $401 Million

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
187M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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