Quantum Financial Planning Services, Inc. Dimensional ETF Tr U S Target Transaction History
Quantum Financial Planning Services, Inc.
- $183 Billion
- Q1 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 51,822 shares of DFAT stock, worth $2.72 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
51,822
Previous 46,615
11.17%
Holding current value
$2.72 Million
Previous $2.59 Billion
2.84%
% of portfolio
1.46%
Previous 1.44%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio