Quantum Financial Planning Services, Inc. Dimensional ETF Tr U S Target Transaction History
Quantum Financial Planning Services, Inc.
- $247 Billion
- Q3 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 77,704 shares of DFAT stock, worth $4.42 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
77,704
Previous 68,237
13.87%
Holding current value
$4.42 Million
Previous $3.68 Billion
22.84%
% of portfolio
1.83%
Previous 1.73%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall 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