Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History

Quantum Financial Advisors, LLC

$465 Million
Q2 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 463,633 shares of DFAI stock, worth $16.5 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares

463,633

Previous 566,603 18.17%

Holding current value

$16.5 Million

Previous $17.8 Million 10.14%

% of portfolio

3.45%

Previous 4.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$28.02 - $34.71 $2.89 Million - $3.57 Million	-102,970 Reduced 18.17%	463,633 $16 Million
Q1 2025 Apr 08, 2025	SELL	$28.88 - $32.4 $492,259 - $552,258	-17,045 Reduced 2.92%	566,603 $17.8 Million
Q4 2024 Jan 13, 2025	BUY	$29.0 - $31.6 $2.35 Million - $2.56 Million	81,046 Added 16.13%	583,648 $17 Million
Q3 2024 Oct 04, 2024	BUY	$28.69 - $32.06 $1.67 Million - $1.87 Million	58,220 Added 13.1%	502,602 $16 Million
Q2 2024 Jul 15, 2024	BUY	$28.93 - $30.91 $177,311 - $189,447	6,129 Added 1.4%	444,382 $13.2 Million
Q1 2024 Apr 26, 2024	BUY	$27.74 - $30.27 $5.45 Million - $5.94 Million	196,343 Added 81.16%	438,253 $13.2 Million
Q4 2023 Jan 08, 2024	SELL	$24.88 - $28.69 $196,129 - $226,163	-7,883 Reduced 3.16%	241,910 $6.93 Million
Q3 2023 Nov 29, 2023	SELL	$26.0 - $28.17 $15,470 - $16,761	-595 Reduced 0.24%	249,793 $6.52 Million
Q2 2023 Aug 10, 2023	SELL	$26.46 - $28.05 $388,644 - $411,998	-14,688 Reduced 5.54%	250,388 $6.84 Million
Q1 2023 Apr 07, 2023	SELL	$25.21 - $27.45 $175,512 - $191,106	-6,962 Reduced 2.56%	265,076 $7.14 Million
Q4 2022 Jan 17, 2023	BUY	$21.47 - $25.85 $3.95 Million - $4.75 Million	183,827 Added 208.39%	272,038 $0
Q3 2022 Oct 24, 2022	BUY	$21.44 - $25.78 $821,580 - $987,889	38,320 Added 76.81%	88,211 $1.9 Million
Q2 2022 Aug 15, 2022	BUY	$23.87 - $28.49 $1.19 Million - $1.42 Million	49,891 New	49,891 $1.28 Million

Others Institutions Holding DFAI

# of Institutions

681

Shares Held

255M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

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.

Account

Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History