Quantum Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Quantum Financial Advisors, LLC
- $486 Million
- Q4 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 46,034 shares of DFCF stock, worth $1.93 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
46,034
Previous 46,610
1.24%
Holding current value
$1.93 Million
Previous $2.01 Million
5.46%
% of portfolio
0.39%
Previous 0.49%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio