Lionshead Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Lionshead Wealth Management, LLC
- $133 Billion
- Q4 2025
A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 84,545 shares of DFAT stock, worth $4.81 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
84,545
Previous 76,632
10.33%
Holding current value
$4.81 Million
Previous $4.46 Billion
12.85%
% of portfolio
3.78%
Previous 3.54%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
809Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio