Quantum Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 126,447 shares of DFSV stock, worth $3.97 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
126,447
Previous 114,549 10.39%
Holding current value
$3.97 Million
Previous $3.65 Million 8.86%
% of portfolio
0.6%
Previous 0.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$30.55 - $32.35 $363,483 - $384,900
11,898 Added 10.39%
126,447 $3.97 Million
Q3 2025

Oct 07, 2025
BUY
$29.2 - $32.74 $19,885 - $22,295
681 Added 0.6%
114,549 $3.65 Million
Q2 2025

Jul 11, 2025
BUY
$24.21 - $29.47 $606,654 - $738,459
25,058 Added 28.22%
113,868 $3.35 Million
Q1 2025

Apr 08, 2025
SELL
$27.56 - $32.1 $601,359 - $700,422
-21,820 Reduced 19.72%
88,810 $2.5 Million
Q4 2024

Jan 13, 2025
BUY
$30.18 - $33.87 $904,886 - $1.02 Million
29,983 Added 37.18%
110,630 $3.41 Million
Q3 2024

Oct 04, 2024
BUY
$28.25 - $31.7 $354,594 - $397,898
12,552 Added 18.43%
80,647 $2.48 Million
Q2 2024

Jul 15, 2024
BUY
$27.81 - $30.13 $91,216 - $98,826
3,280 Added 5.06%
68,095 $1.96 Million
Q1 2024

Apr 26, 2024
BUY
$27.45 - $30.1 $1.78 Million - $1.95 Million
64,815 New
64,815 $1.95 Million

Others Institutions Holding DFSV

# of Institutions
497
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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