Quadcap Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Quadcap Wealth Management, LLC
- $640 Billion
- Q3 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 250,779 shares of DISV stock, worth $6.75 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
250,779
Previous 184,500
35.92%
Holding current value
$6.75 Million
Previous $4.96 Billion
46.81%
% of portfolio
1.14%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$231 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.4 Million1.2% of portfolio