Quadrant Private Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 26,178 shares of DFAX stock, worth $823,298. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,178
Previous 26,178
-0.0%
Holding current value
$823,298
Previous $685,000
12.12%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio