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 656 shares of DFAI stock, worth $20,224. This represents 0.02% of its overall portfolio holdings.

Number of Shares

656

Holding current value

$20,224

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$29.0 - $31.6 $19,024 - $20,729	656 New	656 $19.2 Million

Others Institutions Holding DFAI

# of Institutions

578

Shares Held

223M

Call Options Held

7.8K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$995 Million
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$205 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6.04M
Shares

$186 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$185 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$172 Million
17.39% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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