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Conquis Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Conquis Financial’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,646
Closed -$66.6K – 108
2024
Q4 		$66.6K Buy
+1,646
New +$67.2K 0.07% 35

Other funds holding DFAU

Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Conquis Financial's DFAU Position: Q1 2025 in Review

Conquis Financial sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2025, closing a stake of 1,646 shares — an estimated $66.6K sold.

Conquis Financial first reported a position in DFAU in Q4 2024 and held it in 1 quarter. The position peaked at $66.6K in Q4 2024. 477 funds tracked by Wall St. Rank hold DFAU as of Q1 2025.

  • Conquis Financial reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Conquis Financial sold 1,646 Dimensional US Core Equity Market ETF shares in Q1 2025, an estimated $66.6K.
  • Conquis Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and held it in 1 quarter.
  • Conquis Financial's Dimensional US Core Equity Market ETF position peaked at $66.6K in Q4 2024.
  • 477 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.