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 18,141 shares of DUHP stock, worth $683,190. This represents 0.52% of its overall portfolio holdings.
Number of Shares
18,141
Previous 18,475
1.81%
Holding current value
$683,190
Previous $698 Million
1.13%
% of portfolio
0.52%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
494Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio