Quantum Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Quantum Financial Advisors, LLC
- $398 Million
- Q1 2024
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 50,852 shares of DFCF stock, worth $2.11 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
50,852
Previous 59,070
13.91%
Holding current value
$2.11 Million
Previous $2.5 Million
14.82%
% of portfolio
0.54%
Previous 0.9%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$289 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.2 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$77.9 Million1.26% of portfolio