Conquis Financial LLC Dimensional ETF Tr Put Options Transaction History

Conquis Financial LLC

$97.7 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAU

# of Institutions

458

Shares Held

2.18B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$82.5 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.24 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$206 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$173 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$152 Million
1.81% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Conquis Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Conquis Financial LLC with notifications on news.