DEXC — DIMENSIONAL ETF TRUST

Ownership history in Quadcap Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Quadcap Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DEXC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.18% (2025 Q4)
Avg. % of fund
0.92%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 170,045 +34,831 +25.8% 1.18% $10.3M $60.52
2025 Q3 ADDED 135,214 +8,652 +6.8% 0.90% $7.6M $56.27
2025 Q2 ADDED 126,562 +23,881 +23.3% 0.88% $6.9M $53.87
2025 Q1 INITIATED 102,681 — — 0.71% $4.9M $46.74
% of Fund (quarterly)    DEXC price (monthly, adj. close)

Other funds also holding DEXC

As of 2025 Q4 — sorted by position size

Brown Financial Advisory 3Y 11.31% Keudell/Morrison Wealth Management 3Y 2.75% Beta Wealth Group, Inc. 3Y 7Y 2.63% R. W. Roge & Company, Inc. 3Y 2.58% Prism Advisors, Inc. 3Y 7Y 2.32% Mills Wealth Advisors LLC 1.23% McIlrath & Eck, LLC 3Y 7Y 1.01% Applied Capital LLC 3Y 0.94% First Command Advisory Services, Inc. 3Y 7Y 0.77% Chicago Partners Investment Group LLC 3Y 7Y 0.2%
← Back to Quadcap Wealth Management, LLC Holdings