Quantum Financial Planning Services, Inc. Dimensional ETF Tr U S Target Transaction History
Quantum Financial Planning Services, Inc.
- $276 Billion
- Q4 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 88,235 shares of DFAT stock, worth $5.02 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
88,235
Previous 77,704
13.55%
Holding current value
$5.02 Million
Previous $4.52 Billion
16.15%
% of portfolio
1.9%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio