Conquis Financial LLC Dimensional ETF Tr Dimensional Transaction History

Conquis Financial LLC

$97.7 Billion
Q4 2024

A detailed history of Conquis Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Conquis Financial LLC holds 1,065 shares of DFIC stock, worth $29,127. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,065

Holding current value

$29,127

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$25.61 - $28.0 $27,274 - $29,820	1,065 New	1,065 $27.5 Million

Others Institutions Holding DFIC

# of Institutions

420

Shares Held

2.27B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$55.3 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$738 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$704 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$431 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$161 Million
10.81% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
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Conquis Financial LLC Dimensional ETF Tr Dimensional Transaction History