Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 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 516,699 shares of DISV stock, worth $14.3 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
516,699
Previous 471,824 9.51%
Holding current value
$14.3 Million
Previous $13.7 Million 0.12%
% of portfolio
2.82%
Previous 3.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.18 - $28.77 $1.17 Million - $1.29 Million
44,875 Added 9.51%
516,699 $13.7 Million
Q3 2024

Oct 04, 2024
BUY
$26.06 - $29.18 $1.58 Million - $1.77 Million
60,512 Added 14.71%
471,824 $13.7 Million
Q2 2024

Jul 15, 2024
BUY
$26.23 - $28.56 $714,793 - $778,288
27,251 Added 7.1%
411,312 $11.1 Million
Q1 2024

Apr 26, 2024
BUY
$24.73 - $27.24 $5.94 Million - $6.55 Million
240,333 Added 167.21%
384,061 $10.4 Million
Q4 2023

Jan 08, 2024
BUY
$22.43 - $25.87 $558,978 - $644,706
24,921 Added 20.98%
143,728 $3.71 Million
Q3 2023

Nov 29, 2023
BUY
$23.27 - $25.13 $236,911 - $255,848
10,181 Added 9.37%
118,807 $2.83 Million
Q2 2023

Aug 10, 2023
BUY
$23.01 - $24.6 $399,177 - $426,760
17,348 Added 19.01%
108,626 $2.57 Million
Q1 2023

Apr 07, 2023
BUY
$22.4 - $24.75 $411,846 - $455,053
18,386 Added 25.22%
91,278 $2.17 Million
Q4 2022

Jan 17, 2023
BUY
$18.45 - $22.54 $682,613 - $833,934
36,998 Added 103.08%
72,892 $0
Q3 2022

Oct 24, 2022
BUY
$18.36 - $22.57 $179,248 - $220,350
9,763 Added 37.36%
35,894 $666,000
Q2 2022

Aug 15, 2022
BUY
$21.05 - $25.01 $550,057 - $653,536
26,131 New
26,131 $585,000

Others Institutions Holding DISV

# of Institutions
284
Shares Held
62.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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