Lionshead Wealth Management, LLC DFAI Holdings History
Lionshead Wealth Management, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 110,592.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $3.45 Mil. This investment constitutes 3.59% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.04% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $30.87 for 43,234.00 shares. Based on historical transaction data and DFAI's current price of $35.46, Lionshead Wealth Management, LLC's estimated gain on his DFAI holdings is $595,298.10, reflecting a 12.77% gain to date.
Lionshead Wealth Management, LLC DFAI ($35.46) Holding Chart
Lionshead Wealth Management, LLC DFAI ($35.46) 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 % | |||
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