Quadrant Private Wealth Management, LLC Dimensional ETF Tr Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q4 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 $689,266. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,178
Previous 26,178
-0.0%
Holding current value
$689,266
Previous $707,000
8.06%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
564Shares Held
243MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio