Quantum Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Quantum Financial Advisors, LLC
- $398 Million
- Q1 2024
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 108,916 shares of DFUS stock, worth $6.47 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
108,916
Previous 109,534
0.56%
Holding current value
$6.47 Million
Previous $5.68 Million
9.32%
% of portfolio
1.56%
Previous 2.04%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$455 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$356 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$304 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio