QFA
DFUS

Quantum Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Quantum Financial Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.59M Hold
104,854
– – 0.85% 27
2026
Q1 		$7.44M Hold
104,854
– – 0.83% 28
2025
Q4 		$7.78M Sell
104,854
-66
-0.1% -$4.85K 0.87% 25
2025
Q3 		$7.6M Hold
104,920
– – 0.93% 25
2025
Q2 		$7.03M Hold
104,920
– – 0.95% 23
2025
Q1 		$6.35M Hold
104,920
– – 0.95% 21
2024
Q4 		$6.69M Hold
104,920
– – 1.02% 19
2024
Q3 		$6.53M Sell
104,920
-3,996
-4% -$239K 1.02% 20
2024
Q2 		$6.41M Hold
108,916
– – 1.13% 18
2024
Q1 		$6.21M Sell
108,916
-618
-0.6% -$33.5K 1.14% 18
2023
Q4 		$5.68M Sell
109,534
-21
-0% -$1.02K 1.38% 17
2023
Q3 		$5.1M Sell
109,555
-8
-0% -$387 1.5% 15
2023
Q2 		$5.28M Buy
109,563
+4
+0% +$182 1.55% 15
2023
Q1 		$4.87M Buy
109,559
+211
+0.2% +$9.16K 1.53% 15
2022
Q4 		$4.55M Sell
109,348
-647
-0.6% -$27.1K 2.05% 12
2022
Q3 		$4.27M Hold
109,995
– – 1.89% 12
2022
Q2 		$5.01M Buy
+109,995
New +$4.87M 1.88% 12

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PL
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SWA
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GWWM
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AC
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JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return