Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Quantum Financial Advisors, LLC

$416 Million
Q1 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 88,810 shares of DFSV stock, worth $2.5 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

88,810

Previous 110,630 19.72%

Holding current value

$2.5 Million

Previous $3.41 Million 26.7%

% of portfolio

0.6%

Previous 0.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$27.56 - $32.1 $601,359 - $700,422	-21,820 Reduced 19.72%	88,810 $2.5 Million
Q4 2024 Jan 13, 2025	BUY	$30.18 - $33.87 $904,886 - $1.02 Million	29,983 Added 37.18%	110,630 $3.41 Million
Q3 2024 Oct 04, 2024	BUY	$28.25 - $31.7 $354,594 - $397,898	12,552 Added 18.43%	80,647 $2.48 Million
Q2 2024 Jul 15, 2024	BUY	$27.81 - $30.13 $91,216 - $98,826	3,280 Added 5.06%	68,095 $1.96 Million
Q1 2024 Apr 26, 2024	BUY	$27.45 - $30.1 $1.78 Million - $1.95 Million	64,815 New	64,815 $1.95 Million

Others Institutions Holding DFSV

# of Institutions

438

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History