Quantum Financial Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 20,700 shares of DFAS stock, worth $1.4 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
20,700
Previous 20,700
-0.0%
Holding current value
$1.4 Million
Previous $1.24 Million
7.96%
% of portfolio
0.33%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$758 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio