Quantum Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 58,103 shares of DFUV stock, worth $2.62 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
58,103
Previous 57,684
0.73%
Holding current value
$2.62 Million
Previous $2.44 Million
6.48%
% of portfolio
0.5%
Previous 0.52%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
747Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio