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Lionshead Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Lionshead Wealth Management’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,960
Closed -$261K – 96
2024
Q4 		$261K Buy
+9,960
New +$273K 0.19% 92

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TWD
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Jane Street
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MAM
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Lionshead Wealth Management's DFEV Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q1 2025, closing a stake of 9,960 shares — an estimated $261K sold.

Lionshead Wealth Management first reported a position in DFEV in Q4 2024 and held it in 1 quarter. The position peaked at $261K in Q4 2024. 192 funds tracked by Wall St. Rank hold DFEV as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Dimensional Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 9,960 Dimensional Emerging Markets Value ETF shares in Q1 2025, an estimated $261K.
  • Lionshead Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Dimensional Emerging Markets Value ETF position peaked at $261K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.