Quadcap Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Quadcap Wealth Management, LLC
- $554 Billion
- Q2 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 184,500 shares of DISV stock, worth $5.04 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
184,500
Previous 137,738
33.95%
Holding current value
$5.04 Million
Previous $3.75 Billion
32.55%
% of portfolio
0.9%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$229 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.5 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.9 Million1.2% of portfolio