Quadrant Private Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Quadrant Private Wealth Management, LLC
- $391 Million
- Q1 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 $775,189. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,372
Previous 22,372
-0.0%
Holding current value
$775,189
Previous $774,000
4.65%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio