Quadcap Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Quadcap Wealth Management, LLC
- $440 Billion
- Q1 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 137,738 shares of DISV stock, worth $3.8 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
137,738
Previous 97,358
41.48%
Holding current value
$3.8 Million
Previous $2.51 Billion
49.18%
% of portfolio
0.85%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio