Quantum Financial Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Quantum Financial Advisors, LLC

  • $416 Million
  • Q1 2025
Number of Shares
739,953
Previous 831,767 11.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
N/A
-91,814 Reduced 11.04%
739,953 $0
Q4 2024

Jan 13, 2025
BUY
N/A
6,150 Added 0.74%
831,767 $0
Q3 2024

Oct 04, 2024
SELL
N/A
-16,132 Reduced 1.92%
825,617 $0
Q2 2024

Jul 15, 2024
SELL
N/A
-4,565 Reduced 0.54%
841,749 $0
Q1 2024

Apr 26, 2024
SELL
N/A
-29,330 Reduced 3.35%
846,314 $0
Q4 2023

Jan 08, 2024
BUY
N/A
853,760 Added 3901.3%
875,644 $0
Q3 2023

Nov 29, 2023
BUY
N/A
4 Added 0.02%
21,884 $0
Q2 2023

Aug 10, 2023
SELL
N/A
-50 Reduced 0.23%
21,880 $0
Q1 2023

Apr 07, 2023
BUY
N/A
21,930 New
21,930 $0
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email