Conquis Financial LLC Dimensional ETF Tr U S Target Transaction History

Conquis Financial LLC

$97.7 Billion
Q4 2024

A detailed history of Conquis Financial LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Conquis Financial LLC holds 200 shares of DFAT stock, worth $11,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares

200

Holding current value

$11,282

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$54.54 - $61.04 $10,908 - $12,208	200 New	200 $11.1 Million

Others Institutions Holding DFAT

# of Institutions

724

Shares Held

164M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$798 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$702 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$495 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$406 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$290 Million
2.33% of portfolio

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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