Number of Shares
770,170.00
Current Holdings Value*
$46.58 Mil
% of Portfolio
6.75%
Total Estimate Gain
$6.64 Mil
% of Total Estimate Gain
15.06%

Quadcap Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Quadcap Wealth Management, LLC held 770,170.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $46.58 Mil. This investment constitutes 6.75% of their stock portfolio, and Quadcap Wealth Management, LLC now holds 0.34% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2023Q4. And since then Quadcap Wealth Management, LLC has made 5 purchases of DFUS, at an average price of $57.23, for a total of 770,170.00 shares. Based on historical transaction data and DFUS's current price of $65.85, Quadcap Wealth Management, LLC's estimated gain on his DFUS holdings is $6.64 Mil, reflecting a 15.06% gain to date.

Quadcap Wealth Management, LLC DFUS ($65.85) Holding Chart

Quadcap Wealth Management, LLC DFUS ($65.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1