Quantum Financial Advisors, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 310,114 shares of DFAT stock, worth $17.8 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
310,114
Previous 321,094 3.42%
Holding current value
$17.8 Million
Previous $16.7 Million 3.58%
% of portfolio
4.19%
Previous 4.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
SELL
$51.0 - $57.07 $559,980 - $626,628
-10,980 Reduced 3.42%
310,114 $17.3 Million
Q2 2024

Jul 15, 2024
SELL
$50.18 - $54.47 $547,363 - $594,158
-10,908 Reduced 3.29%
321,094 $16.7 Million
Q1 2024

Apr 26, 2024
SELL
$49.45 - $54.43 $595,081 - $655,010
-12,034 Reduced 3.5%
332,002 $18.1 Million
Q4 2023

Jan 08, 2024
SELL
$42.71 - $53.09 $503,166 - $625,453
-11,781 Reduced 3.31%
344,036 $18 Million
Q3 2023

Nov 29, 2023
BUY
$45.07 - $49.71 $342,036 - $377,249
7,589 Added 2.18%
355,817 $16.3 Million
Q2 2023

Aug 10, 2023
SELL
$41.44 - $46.39 $1.15 Million - $1.29 Million
-27,800 Reduced 7.39%
348,228 $16.2 Million
Q1 2023

Apr 07, 2023
BUY
$42.38 - $49.75 $303,313 - $356,060
7,157 Added 1.94%
376,028 $16.7 Million
Q4 2022

Jan 17, 2023
SELL
$40.24 - $46.91 $31,226 - $36,402
-776 Reduced 0.21%
368,871 $0
Q3 2022

Oct 24, 2022
SELL
$38.84 - $46.6 $444,329 - $533,104
-11,440 Reduced 3.0%
369,647 $14.4 Million
Q2 2022

Aug 15, 2022
BUY
$39.72 - $47.15 $15.1 Million - $18 Million
381,087 New
381,087 $17.1 Million

Others Institutions Holding DFAT

# of Institutions
668
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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