Quantum Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 27,780 shares of DFAC stock, worth $977,856. This represents 0.2% of its overall portfolio holdings.
Number of Shares
27,780
Previous 27,786
0.02%
Holding current value
$977,856
Previous $952,000
0.95%
% of portfolio
0.2%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio