Quadcap Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Quadcap Wealth Management, LLC
- $690 Billion
- Q1 2025
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 218,545 shares of DISV stock, worth $7 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
218,545
Previous 274,918
20.51%
Holding current value
$7 Million
Previous $7.3 Billion
12.88%
% of portfolio
0.92%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$284 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$197 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$101 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$74.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52.8 Million1.46% of portfolio