Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Quantum Financial Advisors, LLC

$465 Million
Q2 2025

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 113,868 shares of DFSV stock, worth $3.58 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

113,868

Previous 88,810 28.22%

Holding current value

$3.58 Million

Previous $2.5 Million 34.25%

% of portfolio

0.72%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$24.21 - $29.47 $606,654 - $738,459	25,058 Added 28.22%	113,868 $3.35 Million
Q1 2025 Apr 08, 2025	SELL	$27.56 - $32.1 $601,359 - $700,422	-21,820 Reduced 19.72%	88,810 $2.5 Million
Q4 2024 Jan 13, 2025	BUY	$30.18 - $33.87 $904,886 - $1.02 Million	29,983 Added 37.18%	110,630 $3.41 Million
Q3 2024 Oct 04, 2024	BUY	$28.25 - $31.7 $354,594 - $397,898	12,552 Added 18.43%	80,647 $2.48 Million
Q2 2024 Jul 15, 2024	BUY	$27.81 - $30.13 $91,216 - $98,826	3,280 Added 5.06%	68,095 $1.96 Million
Q1 2024 Apr 26, 2024	BUY	$27.45 - $30.1 $1.78 Million - $1.95 Million	64,815 New	64,815 $1.95 Million

Others Institutions Holding DFSV

# of Institutions

477

Shares Held

129M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History