A detailed history of Quantum Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 53,107 shares of DFUV stock, worth $2.39 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
53,107
Previous 58,103 8.6%
Holding current value
$2.39 Million
Previous $2.6 Million 7.9%
% of portfolio
0.36%
Previous 0.5%

Shares

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

Jan 12, 2026

SELL
$43.57 - $45.71 $217,675 - $228,367
-4,996 Reduced 8.6%
53,107 $2.39 Million
Q3 2025

Oct 07, 2025

BUY
$41.91 - $44.87 $17,560 - $18,800
419 Added 0.73%
58,103 $2.6 Million
Q2 2025

Jul 11, 2025

SELL
$36.25 - $42.28 $326,467 - $380,773
-9,006 Reduced 13.5%
57,684 $2.44 Million
Q4 2023

Jan 08, 2024

SELL
$31.85 - $37.39 $21,689 - $25,462
-681 Reduced 1.01%
66,690 $2.48 Million
Q3 2023

Nov 29, 2023

BUY
$33.83 - $36.19 $286,472 - $306,456
8,468 Added 14.38%
67,371 $2.29 Million
Q2 2023

Aug 10, 2023

SELL
$32.32 - $34.5 $22,527 - $24,046
-697 Reduced 1.17%
58,903 $2.03 Million
Q1 2023

Apr 07, 2023

SELL
$31.9 - $35.83 $6,571 - $7,380
-206 Reduced 0.34%
59,600 $2 Million
Q4 2022

Jan 17, 2023

SELL
$30.23 - $35.36 $332 - $388
-11 Reduced 0.02%
59,806 $0
Q3 2022

Oct 24, 2022

SELL
$29.6 - $34.78 $5,357 - $6,295
-181 Reduced 0.3%
59,817 $1.77 Million
Q2 2022

Aug 15, 2022

BUY
$30.92 - $35.31 $1.86 Million - $2.12 Million
59,998 New
59,998 $2.03 Million

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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