Lionshead Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Lionshead Wealth Management, LLC

  • $133 Billion
  • Q4 2025

A detailed history of Lionshead Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 13,802 shares of DFIC stock, worth $460,710. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,802
Previous 14,186 2.71%
Holding current value
$460,710
Previous $465 Million 2.25%
% of portfolio
0.36%
Previous 0.37%

Shares

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

Jan 13, 2026
SELL
$32.24 - $33.72 $12,380 - $12,948
-384 Reduced 2.71%
13,802 $476 Million
Q3 2025

Oct 10, 2025
BUY
$30.76 - $33.01 $97,909 - $105,070
3,183 Added 28.93%
14,186 $465 Million
Q1 2025

May 14, 2025
SELL
$25.54 - $28.79 $234,789 - $264,666
-9,193 Reduced 45.52%
11,003 $306 Million
Q4 2024

Feb 14, 2025
BUY
$25.61 - $28.0 $517,219 - $565,488
20,196 New
20,196 $522 Million

Others Institutions Holding DFIC

# of Institutions
527
Shares Held
284M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Lionshead Wealth Management, LLC Portfolio

Follow Lionshead Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lionshead Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionshead Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email