Quantum Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
181
- Value ($000)
$738,851
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $111.80M | 15 % | 1,108,916 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $94.18M | 13 % | 2,399,411 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $34.45M | 5 % | 874,253 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $31.76M | 4 % | 429,142 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $25.31M | 3 % | 597,517 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $23.78M | 3 % | 453,561 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $21.98M | 3 % | 320,694 | ||
DFSE DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $21.84M | 3 % | 573,927 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $18.33M | 3 % | 683,332 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $17.64M | 2 % | 535,870 |
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