Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 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 14,947 shares of DFIV stock, worth $539,437. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,947
Previous 17,182 13.01%
Holding current value
$539,437
Previous $654,000 18.96%
% of portfolio
0.11%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
563
Shares Held
194M
Call Options Held
0
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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