Quantum Financial Advisors, LLC Reduced Holdings in Q3 2025

Quantum Financial Advisors, LLC

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-76.1K
- 12.73%
$42.42 - $45.96 $3.23M - $3.5M
521K $23.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
-61K
- 11.38%
$32.78 - $35.79 $2M - $2.18M
475K $16.9M
DFAI
Dimensional ETF Tr

ETFs
-35.4K
- 7.63%
$34.05 - $36.55 $1.2M - $1.29M
428K $15.6M
COST
Costco Wholesale Corp

Consumer Defensive
-109
- 13.57%
$915.95 - $994.57 $99.8K - $108K
694 $642K
JNJ
Johnson & Johnson

Healthcare
-1.49K
- 27.69%
$155.17 - $185.42 $230K - $275K
3.88K $719K
NFLX
Netflix Inc

Communication Services
-28
- 7.31%
$1147.87 - $1297.18 $32.1K - $36.3K
355 $425K
UNH
Unitedhealth Group Inc

Healthcare
-383
- 26.63%
$237.77 - $353.61 $91.1K - $135K
1.06K $364K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.45K
- 5.76%
$41.8 - $43.15 $103K - $106K
40.2K $1.72M
CMCSA
Comcast Corp

Communication Services
-1.28K
- 15.59%
$31.41 - $36.33 $40.2K - $46.5K
6.92K $217K
TRGP
Targa Resources Corp.

Energy
-278
- 9.91%
$160.52 - $174.4 $44.6K - $48.5K
2.53K $423K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.96K
- 12.71%
$49.43 - $54.52 $96.7K - $107K
13.4K $727K
HON
Honeywell International Inc

Industrials
-8
- 0.8%
$207.7 - $240.4 $1.66K - $1.92K
989 $208K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-98
- 8.57%
$301.44 - $365.84 $29.5K - $35.9K
1.05K $338K
PGR
Progressive Corp

Financial Services
-2
- 0.24%
$238.61 - $264.3 $477 - $529
830 $204K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.23%
$288.69 - $310.94 $577 - $622
857 $251K
ABT
Abbott Laboratories

Healthcare
-4
- 0.12%
$120.51 - $136.62 $482 - $546
3.32K $444K
TXN
Texas Instruments Inc

Technology
-7
- 0.53%
N/A
1.32K $255K
Dimensional ETF Trust
-11.9K
- 4.98%
N/A
227K $0
Dimensional ETF Trust
-28.9K
- 4.23%
N/A
654K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-11.1K
- 1.93%
N/A
563K $0
DFSI
Dimensional ETF Tr Dimen Intl
-19.1K
- 2.18%
N/A
855K $0
VIS
Vanguard Industrial ETF

ETFs
-56
- 5.11%
$281.0 - $296.29 $15.7K - $16.6K
1.04K $307K
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 1.43%
$291.67 - $316.99 $3.5K - $3.8K
827 $251K
LMT
Lockheed Martin Corp

Industrials
-30
- 5.03%
$410.74 - $499.21 $12.3K - $15K
567 $283K
PWR
Quanta Services, Inc.

Industrials
-64
- 6.43%
$372.29 - $421.68 $23.8K - $27K
931 $385K
F
Ford Motor CO

Consumer Cyclical
-1
- 0.01%
$10.82 - $12.09 $10.8 - $12.1
13.7K $163K
AVIG
American Centy ETF Tr Avantis

ETFs
-371
- 0.35%
$41.02 - $42.32 $15.2K - $15.7K
105K $4.43M
EME
Emcor Group, Inc.

Industrials
-80
- 9.02%
$530.88 - $655.83 $42.5K - $52.5K
807 $524K
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.6%
$357.4 - $423.42 $3.57K - $4.23K
1.66K $671K
DFAE
Dimensional ETF Tr

ETFs
-6.01K
- 2.35%
$28.84 - $31.84 $173K - $191K
250K $7.88M
VTI
Vanguard Total Stock Market Et

ETFs
-14
- 0.06%
$303.93 - $329.86 $4.26K - $4.62K
24.4K $7.99M
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.47K
- 2.76%
$53.36 - $59.69 $399K - $446K
263K $15.3M
GOOGL
Alphabet Inc.

Communication Services
-40
- 0.34%
$174.36 - $254.72 $6.97K - $10.2K
11.8K $2.86M
Activity Summary
Buys All Purchases 89 New Holdings 27 Increased Positions 62 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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