Quantum Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Quantum Financial Advisors, LLC
- $412 Million
- Q3 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 27,786 shares of DFAC stock, worth $987,514. This represents 0.23% of its overall portfolio holdings.
Number of Shares
27,786
Previous 27,786
-0.0%
Holding current value
$987,514
Previous $895,000
6.37%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
920Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio