Conquis Financial LLC Dimensional ETF Tr U S Core Eq Transaction History
Conquis Financial LLC
- $97.7 Billion
- Q4 2024
A detailed history of Conquis Financial LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Conquis Financial LLC holds 231,997 shares of DFAC stock, worth $7.68 Million. This represents 8.21% of its overall portfolio holdings.
Number of Shares
231,997Holding current value
$7.68 Million% of portfolio
8.21%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio