Quantum Financial Planning Services, Inc. DFAT Holdings History
Quantum Financial Planning Services, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Quantum Financial Planning Services, Inc. held 51,822.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $2.67 Mil. This investment constitutes 1.46% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0.03% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of DFAT, at an average price of $57.03, for a total of 51,822.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Quantum Financial Planning Services, Inc.'s estimated gain on his DFAT holdings is $-86,902.26, reflecting a -2.94% gain to date.
Quantum Financial Planning Services, Inc. DFAT ($55.35) Holding Chart
Quantum Financial Planning Services, Inc. DFAT ($55.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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