Quantum Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Quantum Financial Advisors, LLC
- $416 Million
- Q1 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 $1.27 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,700
Previous 20,700
-0.0%
Holding current value
$1.27 Million
Previous $1.35 Million
8.31%
% of portfolio
0.3%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$490 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio