Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024

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 80,647 shares of DFSV stock, worth $2.69 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
80,647
Previous 68,095 18.43%
Holding current value
$2.69 Million
Previous $1.96 Million 26.75%
% of portfolio
0.6%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
339
Shares Held
95.1M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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