Quadrant Private Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Quadrant Private Wealth Management, LLC
- $468 Million
- Q2 2025
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 $824,184. This represents 0.17% of its overall portfolio holdings.
Number of Shares
22,372
Previous 22,372
-0.0%
Holding current value
$824,184
Previous $738,000
8.54%
% of portfolio
0.17%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio