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 233,188 shares of DFAI stock, worth $8.65 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares
233,188
Previous 227,170 2.65%
Holding current value
$8.65 Million
Previous $8.26 Billion 7.62%
% of portfolio
6.68%
Previous 6.55%

Shares

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

Jan 13, 2026
BUY
$35.82 - $37.52 $215,564 - $225,795
6,018 Added 2.65%
233,188 $8.89 Billion
Q3 2025

Oct 10, 2025
BUY
$34.05 - $36.55 $3.97 Million - $4.26 Million
116,578 Added 105.41%
227,170 $8.26 Billion
Q1 2025

May 14, 2025
SELL
$28.88 - $32.4 $1.25 Million - $1.4 Million
-43,234 Reduced 28.11%
110,592 $3.45 Billion
Q4 2024

Feb 14, 2025
BUY
$29.0 - $31.6 $4.46 Million - $4.86 Million
153,826 New
153,826 $4.49 Billion

Others Institutions Holding DFAI

# of Institutions
724
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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