Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

$416 Million
Q1 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 7,723 shares of DFIV stock, worth $326,528. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,723

Previous 14,947 48.33%

Holding current value

$326,528

Previous $530,000 42.26%

% of portfolio

0.07%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

688

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Account

Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History