Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 723,857 shares of DFAU stock, worth $29.9 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares
723,857
Previous 599,679 20.71%
Holding current value
$29.9 Million
Previous $23.8 Million 23.14%
% of portfolio
6.03%
Previous 5.78%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$39.27 - $42.38 $4.88 Million - $5.26 Million
124,178 Added 20.71%
723,857 $29.3 Million
Q3 2024

Oct 04, 2024
BUY
$35.8 - $39.69 $3.58 Million - $3.97 Million
99,981 Added 20.01%
599,679 $23.8 Million
Q2 2024

Jul 15, 2024
BUY
$34.53 - $37.67 $103 - $113
3 Added 0.0%
499,698 $18.7 Million
Q1 2024

Apr 26, 2024
BUY
$32.59 - $36.54 $13 Million - $14.6 Million
400,119 Added 401.82%
499,695 $18.3 Million
Q4 2023

Jan 08, 2024
SELL
$28.58 - $33.37 $334,900 - $391,029
-11,718 Reduced 10.53%
99,576 $3.31 Million
Q3 2023

Nov 29, 2023
SELL
$29.79 - $32.13 $15,967 - $17,221
-536 Reduced 0.48%
111,294 $3.33 Million
Q2 2023

Aug 10, 2023
SELL
$28.25 - $30.99 $859,873 - $943,273
-30,438 Reduced 21.39%
111,830 $3.47 Million
Q1 2023

Apr 07, 2023
SELL
$26.87 - $29.65 $93,856 - $103,567
-3,493 Reduced 2.4%
142,268 $4.09 Million
Q4 2022

Jan 17, 2023
BUY
$25.24 - $28.83 $1.83 Million - $2.09 Million
72,563 Added 99.13%
145,761 $0
Q3 2022

Oct 24, 2022
BUY
$25.15 - $30.14 $158,092 - $189,460
6,286 Added 9.39%
73,198 $1.84 Million
Q2 2022

Aug 15, 2022
BUY
$25.69 - $31.79 $1.72 Million - $2.13 Million
66,912 New
66,912 $1.97 Million

Others Institutions Holding DFAU

# of Institutions
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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