Quadcap Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Quadcap Wealth Management, LLC
- $680 Billion
- Q4 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 13,962 shares of DUHP stock, worth $466,470. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,962
Previous 11,569
20.68%
Holding current value
$466,470
Previous $394 Million
19.69%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.28 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.19 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$272 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$231 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$230 Million4.6% of portfolio