Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024

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 583,648 shares of DFAI stock, worth $17.7 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
583,648
Previous 502,602 16.13%
Holding current value
$17.7 Million
Previous $16 Million 6.7%
% of portfolio
3.51%
Previous 3.88%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$29.0 - $31.6 $2.35 Million - $2.56 Million
81,046 Added 16.13%
583,648 $17 Million
Q3 2024

Oct 04, 2024
BUY
$28.69 - $32.06 $1.67 Million - $1.87 Million
58,220 Added 13.1%
502,602 $16 Million
Q2 2024

Jul 15, 2024
BUY
$28.93 - $30.91 $177,311 - $189,447
6,129 Added 1.4%
444,382 $13.2 Million
Q1 2024

Apr 26, 2024
BUY
$27.74 - $30.27 $5.45 Million - $5.94 Million
196,343 Added 81.16%
438,253 $13.2 Million
Q4 2023

Jan 08, 2024
SELL
$24.88 - $28.69 $196,129 - $226,163
-7,883 Reduced 3.16%
241,910 $6.93 Million
Q3 2023

Nov 29, 2023
SELL
$26.0 - $28.17 $15,470 - $16,761
-595 Reduced 0.24%
249,793 $6.52 Million
Q2 2023

Aug 10, 2023
SELL
$26.46 - $28.05 $388,644 - $411,998
-14,688 Reduced 5.54%
250,388 $6.84 Million
Q1 2023

Apr 07, 2023
SELL
$25.21 - $27.45 $175,512 - $191,106
-6,962 Reduced 2.56%
265,076 $7.14 Million
Q4 2022

Jan 17, 2023
BUY
$21.47 - $25.85 $3.95 Million - $4.75 Million
183,827 Added 208.39%
272,038 $0
Q3 2022

Oct 24, 2022
BUY
$21.44 - $25.78 $821,580 - $987,889
38,320 Added 76.81%
88,211 $1.9 Million
Q2 2022

Aug 15, 2022
BUY
$23.87 - $28.49 $1.19 Million - $1.42 Million
49,891 New
49,891 $1.28 Million

Others Institutions Holding DFAI

# of Institutions
549
Shares Held
186M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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