Quantum Financial Planning Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Quantum Financial Planning Services, Inc.
- $247 Billion
- Q3 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 554,456 shares of DFIC stock, worth $18.2 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
554,456Holding current value
$18.2 Million% of portfolio
7.35%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
515Shares Held
299MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
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Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
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Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio