Quadrant Private Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q3 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 22,372 shares of DFAC stock, worth $801,141. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,372
Previous 22,372
-0.0%
Holding current value
$801,141
Previous $721,000
6.38%
% of portfolio
0.19%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio