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 535,870 shares of DISV stock, worth $17.8 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
535,870
Previous 549,721
2.52%
Holding current value
$17.8 Million
Previous $16.2 Million
8.75%
% of portfolio
3.79%
Previous 3.89%
Shares
13 transactions
Others Institutions Holding DISV
# of Institutions
348Shares Held
75.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$194 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio