Conquis Financial LLC Dimensional ETF Tr Transaction History
Conquis Financial LLC
- $103 Billion
- Q2 2025
A detailed history of Conquis Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Conquis Financial LLC holds 516,211 shares of DFAX stock, worth $15.6 Million. This represents 14.72% of its overall portfolio holdings.
Number of Shares
516,211
Previous 434,472
18.81%
Holding current value
$15.6 Million
Previous $11.4 Billion
33.19%
% of portfolio
14.72%
Previous 11.82%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
638Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$242 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio