Quadrant Private Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 26,178 shares of DFAX stock, worth $652,093. This represents 0.18% of its overall portfolio holdings.
Number of Shares
26,178
Previous 26,178
-0.0%
Holding current value
$652,093
Previous $665,000
6.32%
% of portfolio
0.18%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$280 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$227 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio