Quadrant Private Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q4 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 22,372 shares of DFAC stock, worth $702,257. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,372
Previous 22,372
-0.0%
Holding current value
$702,257
Previous $767,000
0.91%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.8 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$570 Million0.26% of portfolio