Quantum Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Quantum Financial Advisors, LLC

$486 Million
Q4 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 $1.33 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

20,700

Previous 20,700 -0.0%

Holding current value

$1.33 Million

Previous $1.34 Million 0.37%

% of portfolio

0.28%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$57.42 - $62.37 $3,560 - $3,866	-62 Reduced 0.3%	20,700 $1.24 Million
Q1 2024 Apr 26, 2024	SELL	$56.66 - $62.34 $2,663 - $2,929	-47 Reduced 0.23%	20,762 $1.29 Million
Q3 2023 Nov 29, 2023	SELL	$51.84 - $57.67 $103 - $115	-2 Reduced 0.01%	20,809 $1.09 Million
Q2 2023 Aug 10, 2023	SELL	$49.85 - $54.8 $1,046 - $1,150	-21 Reduced 0.1%	20,811 $1.14 Million
Q1 2023 Apr 07, 2023	SELL	$50.35 - $57.8 $3,172 - $3,641	-63 Reduced 0.3%	20,832 $1.1 Million
Q3 2022 Oct 24, 2022	SELL	$46.47 - $55.84 $3,067 - $3,685	-66 Reduced 0.31%	20,895 $972,000
Q2 2022 Aug 15, 2022	BUY	$46.65 - $56.4 $977,830 - $1.18 Million	20,961 New	20,961 $1.13 Million

Others Institutions Holding DFAS

# of Institutions

774

Shares Held

118M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Quantum Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History