Quantum Financial Planning Services, Inc. Dimensional ETF Tr U S Target Transaction History
Quantum Financial Planning Services, Inc.
- $212 Billion
- Q2 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 68,237 shares of DFAT stock, worth $3.75 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
68,237
Previous 51,822
31.68%
Holding current value
$3.75 Million
Previous $2.67 Billion
37.99%
% of portfolio
1.73%
Previous 1.46%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
776Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$766 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$683 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$514 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$339 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$277 Million1.97% of portfolio