Quantum Financial Planning Services, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 554,456 shares of DFIC stock, worth $18.1 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
554,456Holding current value
$18.1 Million% of portfolio
7.35%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
525Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.03 Billion2.04% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$539 Million8.43% of portfolio
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Evensky & Katz LLC6.15MShares$200 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.09MShares$166 Million0.21% of portfolio
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Envestnet Asset Management Inc4.79MShares$156 Million0.05% of portfolio