Quantum Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 40,164 shares of DFCF stock, worth $1.72 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
40,164
Previous 42,618
5.76%
Holding current value
$1.72 Million
Previous $1.8 Million
4.66%
% of portfolio
0.33%
Previous 0.39%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio