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 $790,575. This represents 0.16% of its overall portfolio holdings.
Number of Shares
26,178
Previous 26,178
-0.0%
Holding current value
$790,575
Previous $685,000
12.12%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio