Quadrant Private Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 26,178 shares of DFAX stock, worth $750,523. This represents 0.18% of its overall portfolio holdings.
Number of Shares
26,178
Previous 26,178
-0.0%
Holding current value
$750,523
Previous $650,000
5.38%
% of portfolio
0.18%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio