Quantum Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Quantum Financial Advisors, LLC

$398 Million
Q1 2024

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 66,690 shares of DFUV stock, worth $2.62 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

66,690

Previous 66,690 -0.0%

Holding current value

$2.62 Million

Previous $2.48 Million 9.87%

% of portfolio

0.68%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$31.85 - $37.39 $21,689 - $25,462	-681 Reduced 1.01%	66,690 $2.48 Million
Q3 2023 Nov 29, 2023	BUY	$33.83 - $36.19 $286,472 - $306,456	8,468 Added 14.38%	67,371 $2.29 Million
Q2 2023 Aug 10, 2023	SELL	$32.32 - $34.5 $22,527 - $24,046	-697 Reduced 1.17%	58,903 $2.03 Million
Q1 2023 Apr 07, 2023	SELL	$31.9 - $35.83 $6,571 - $7,380	-206 Reduced 0.34%	59,600 $2 Million
Q4 2022 Jan 17, 2023	SELL	$33.0 - $35.36 $363 - $388	-11 Reduced 0.02%	59,806 $0

Q3 2022 Oct 24, 2022	SELL	$30.15 - $34.78 $5,457 - $6,295	-181 Reduced 0.3%	59,817 $1.77 Million
Q2 2022 Aug 15, 2022	BUY	$30.92 - $35.31 $1.86 Million - $2.12 Million	59,998 New	59,998 $2.03 Million

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Quantum Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History