Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

$523 Million
Q3 2025

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 6,221 shares of DFIV stock, worth $288,467. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,221

Previous 6,221 -0.0%

Holding current value

$288,467

Previous $266,000 7.52%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$34.67 - $43.21 $52,074 - $64,901	-1,502 Reduced 19.45%	6,221 $266,000
Q1 2025 Apr 08, 2025	SELL	$35.33 - $40.77 $255,223 - $294,522	-7,224 Reduced 48.33%	7,723 $306,000
Q4 2024 Jan 13, 2025	SELL	$34.86 - $37.97 $77,912 - $84,862	-2,235 Reduced 13.01%	14,947 $530,000
Q3 2024 Oct 04, 2024	SELL	$34.66 - $38.38 $73,201 - $81,058	-2,112 Reduced 10.95%	17,182 $654,000
Q2 2024 Jul 15, 2024	SELL	$35.5 - $38.02 $174,234 - $186,602	-4,908 Reduced 20.28%	19,294 $693,000
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

751

Shares Held

262M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History