Quantum Financial Planning Services, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 772,528 shares of DFIC stock, worth $25.8 Million. This represents 9.65% of its overall portfolio holdings.
Number of Shares
772,528
Previous 554,456
39.33%
Holding current value
$25.8 Million
Previous $18.2 Billion
46.43%
% of portfolio
9.65%
Previous 7.35%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
527Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio