Quantum Financial Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Quantum Financial Advisors, LLC
- $416 Million
- Q1 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 46,404 shares of DFCF stock, worth $1.95 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
46,404
Previous 46,034
0.8%
Holding current value
$1.95 Million
Previous $1.9 Million
2.36%
% of portfolio
0.47%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio