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 $16.4 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
297,456
Previous 310,114
4.08%
Holding current value
$16.4 Million
Previous $17.3 Million
4.03%
% of portfolio
3.41%
Previous 4.19%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio