Conquis Financial LLC Dimensional ETF Tr U S Small C Transaction History

Conquis Financial LLC

$97.7 Billion
Q4 2024

A detailed history of Conquis Financial LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Conquis Financial LLC holds 2,827 shares of DFAS stock, worth $186,695. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,827

Holding current value

$186,695

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$63.58 - $71.15 $179,740 - $201,141	2,827 New	2,827 $184 Million

Others Institutions Holding DFAS

# of Institutions

748

Shares Held

114M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$740 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$462 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$432 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$324 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$180 Million
1.82% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Conquis Financial LLC Dimensional ETF Tr U S Small C Transaction History