Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

  • $416 Million
  • Q1 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 257,529 shares of DFAE stock, worth $7.06 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
257,529
Previous 254,748 1.09%
Holding current value
$7.06 Million
Previous $6.46 Million 3.53%
% of portfolio
1.61%
Previous 1.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$24.64 - $26.86 $68,523 - $74,697
2,781 Added 1.09%
257,529 $6.69 Million
Q4 2024

Jan 13, 2025
BUY
$25.36 - $28.15 $2.71 Million - $3.01 Million
106,941 Added 72.35%
254,748 $6.46 Million
Q3 2024

Oct 04, 2024
SELL
$24.46 - $27.82 $159,601 - $181,525
-6,525 Reduced 4.23%
147,807 $4.05 Million
Q2 2024

Jul 15, 2024
SELL
$24.03 - $26.3 $84,345 - $92,313
-3,510 Reduced 2.22%
154,332 $3.99 Million
Q1 2024

Apr 26, 2024
SELL
$22.74 - $24.88 $324,727 - $355,286
-14,280 Reduced 8.3%
157,842 $3.9 Million
Q4 2023

Jan 08, 2024
SELL
$21.63 - $24.11 $151,885 - $169,300
-7,022 Reduced 3.92%
172,122 $4.15 Million
Q3 2023

Nov 29, 2023
SELL
$22.43 - $24.83 $45,129 - $49,957
-2,012 Reduced 1.11%
179,144 $4.04 Million
Q2 2023

Aug 10, 2023
SELL
$22.38 - $24.3 $272,700 - $296,095
-12,185 Reduced 6.3%
181,156 $4.25 Million
Q1 2023

Apr 07, 2023
SELL
$21.78 - $24.36 $83,134 - $92,982
-3,817 Reduced 1.94%
193,341 $4.45 Million
Q4 2022

Jan 17, 2023
BUY
$19.67 - $22.73 $2.13 Million - $2.46 Million
108,076 Added 121.32%
197,158 $0
Q3 2022

Oct 24, 2022
BUY
$20.09 - $23.68 $511,390 - $602,774
25,455 Added 40.01%
89,082 $1.79 Million
Q2 2022

Aug 15, 2022
BUY
$22.9 - $27.06 $1.46 Million - $1.72 Million
63,627 New
63,627 $1.49 Million

Others Institutions Holding DFAE

# of Institutions
565
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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