Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

$523 Million
Q3 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 249,983 shares of DFAE stock, worth $8.03 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

249,983

Previous 255,997 2.35%

Holding current value

$8.03 Million

Previous $7.41 Million 6.34%

% of portfolio

1.51%

Previous 1.59%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$28.84 - $31.84 $173,443 - $191,485	-6,014 Reduced 2.35%	249,983 $7.88 Million
Q2 2025 Jul 11, 2025	SELL	$22.87 - $28.95 $35,036 - $44,351	-1,532 Reduced 0.59%	255,997 $7.41 Million
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

605

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Account

Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History