Lionshead Wealth Management, LLC DFAT Holdings History
Lionshead Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 97,712.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.03 Mil. This investment constitutes 5.23% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.05% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $55.03 for 31,487.00 shares. Based on historical transaction data and DFAT's current price of $56.17, Lionshead Wealth Management, LLC's estimated gain on his DFAT holdings is $-175,430.10, reflecting a -2.37% gain to date.
Lionshead Wealth Management, LLC DFAT ($56.17) Holding Chart
Lionshead Wealth Management, LLC DFAT ($56.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
