Quantum Financial Advisors, LLC Dimensional ETF Tr Transaction History
Quantum Financial Advisors, LLC
- $665 Million
- Q4 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 418,840 shares of DFAI stock, worth $15.5 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
418,840
Previous 428,252
2.2%
Holding current value
$15.5 Million
Previous $15.6 Million
0.21%
% of portfolio
2.34%
Previous 2.98%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
715Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio