Quadcap Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Quadcap Wealth Management, LLC
- $554 Billion
- Q2 2024
A detailed history of Quadcap Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Quadcap Wealth Management, LLC holds 387,059 shares of DFUS stock, worth $23.8 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
387,059
Previous 264,403
46.39%
Holding current value
$23.8 Million
Previous $15.1 Billion
51.19%
% of portfolio
4.11%
Previous 3.43%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio