Conquis Financial LLC Dimensional ETF Tr Transaction History

Conquis Financial LLC

$97.7 Billion
Q4 2024

A detailed history of Conquis Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Conquis Financial LLC holds 1,646 shares of DFAU stock, worth $62,087. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,646

Holding current value

$62,087

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$39.27 - $42.38 $64,638 - $69,757	1,646 New	1,646 $66.6 Million

Others Institutions Holding DFAU

# of Institutions

490

Shares Held

203M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.94 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$212 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$157 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$137 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$136 Million
45.35% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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