Quantum Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 20,700 shares of DFAS stock, worth $1.43 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,700
Previous 20,700
-0.0%
Holding current value
$1.43 Million
Previous $1.32 Million
7.51%
% of portfolio
0.27%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
848Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$541 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$428 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$401 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$192 Million3.23% of portfolio