Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

  • $398 Million
  • Q1 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 24,202 shares of DFIV stock, worth $875,870. This represents 0.22% of its overall portfolio holdings.

Number of Shares
24,202
Previous 24,424 0.91%
Holding current value
$875,870
Previous $839,000 5.96%
% of portfolio
0.22%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$33.15 - $36.75 $7,359 - $8,158
-222 Reduced 0.91%
24,202 $889,000
Q3 2023

Nov 29, 2023
BUY
$32.1 - $34.42 $584,316 - $626,547
18,203 Added 292.61%
24,424 $796,000
Q1 2023

Apr 07, 2023
BUY
$30.43 - $33.38 $189,305 - $207,656
6,221 New
6,221 $200,000

Others Institutions Holding DFIV

# of Institutions
506
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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