Quantum Financial Advisors, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 297,456 shares of DFAT stock, worth $17 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
297,456
Previous 310,114
4.08%
Holding current value
$17 Million
Previous $17.3 Million
4.03%
% of portfolio
3.41%
Previous 4.19%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
675Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$808 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$710 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$502 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$421 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$296 Million2.46% of portfolio