Quantum Financial Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Quantum Financial Advisors, LLC
- $416 Million
- Q1 2025
A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 20,700 shares of DFAS stock, worth $1.15 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,700
Previous 20,700
-0.0%
Holding current value
$1.15 Million
Previous $1.35 Million
8.31%
% of portfolio
0.3%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
787Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio