Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Quantum Financial Advisors, LLC (CIK 1929139) reported $891.4M across 230 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFSU ($98.7M, 11.07%), AVUS ($97.6M, 10.95%), DCOR ($59.9M, 6.72%), AVDE ($38.8M, 4.35%), DFSI ($35.6M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFSU | DIMENSIONAL ETF TRUST | $98.7M | 11.07% | 2.4M | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $97.6M | 10.95% | 878,146 | Trimmed |
| 3 | DCOR | DIMENSIONAL ETF TRUST | $59.9M | 6.72% | 831,323 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $38.8M | 4.35% | 456,882 | Trimmed |
| 5 | DFSI | DIMENSIONAL ETF TRUST | $35.6M | 4.00% | 840,411 | Trimmed |
| 6 | AAPL | APPLE INC | $30.3M | 3.40% | 119,454 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $28.4M | 3.19% | 352,831 | Trimmed |
| 8 | DFSB | DIMENSIONAL ETF TRUST | $27.2M | 3.06% | 526,362 | Added |
| 9 | DFSE | DIMENSIONAL ETF TRUST | $23.1M | 2.60% | 546,242 | Trimmed |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $22.0M | 2.47% | 488,298 | Trimmed |
| 11 | AVDV | AMERICAN CENTY ETF TR | $20.5M | 2.29% | 204,845 | Trimmed |
| 12 | AVRE | AMERICAN CENTY ETF TR | $18.7M | 2.10% | 424,242 | Added |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $18.2M | 2.04% | 387,281 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $18.0M | 2.02% | 457,286 | Trimmed |
| 15 | AVUV | AMERICAN CENTY ETF TR | $17.5M | 1.97% | 158,751 | Added |
| 16 | DFGP | DIMENSIONAL ETF TRUST | $17.5M | 1.96% | 324,364 | Added |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $17.2M | 1.93% | 646,029 | Trimmed |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $16.1M | 1.81% | 414,246 | Trimmed |
| 19 | GLDM | WORLD GOLD TR | $16.1M | 1.80% | 173,345 | Added |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $15.8M | 1.77% | 253,090 | Trimmed |
| 21 | OEF | ISHARES TR | $10.0M | 1.12% | 414,288 | Added |
| 22 | IBID | ISHARES TR | $8.9M | 1.00% | 342,509 | Added |
| 23 | IBIE | ISHARES TR | $8.7M | 0.98% | 333,378 | Added |
| 24 | IBIC | ISHARES TR | $8.6M | 0.96% | 330,117 | Added |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $8.4M | 0.94% | 247,630 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31