Quantum Financial Advisors, LLC
Q1 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
175
- Value ($000)
$670,904
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001929139
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $94.56M | 14 % | 1,023,555 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $81.66M | 12 % | 2,280,462 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $32.35M | 5 % | 927,060 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $28.65M | 4 % | 432,298 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $23.50M | 4 % | 456,237 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $23.39M | 4 % | 608,406 | ||
DFSE DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $19.67M | 3 % | 583,918 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $19.43M | 3 % | 739,953 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $18.53M | 3 % | 307,890 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $17.70M | 3 % | 566,603 |
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