SEC 13F Intelligence

Conquis Financial LLC / DFAX

Conquis Financial LLC’s Dimensional Etf Trust Position

Does Conquis Financial LLC own Dimensional Etf Trust (DFAX)? Yes — 600.7K shares worth $22M (+17.93% of its 13F portfolio) as of Q1 2026, up from 597.1K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
600.7K
% of Portfolio
+17.93%
Quarters Held
6
currently held

Position History DFAX

Reported value by quarter
Q4 ’24: $9MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $15MQ2 ’25Q3 ’25: $17MQ3 ’25Q4 ’25: $20MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026600.7K$22M+17.93%
Q4 2025597.1K$20M+16.81%
Q3 2025547.2K$17M+16.26%
Q2 2025516.2K$15M+14.72%
Q1 2025434.5K$11M+11.82%
Q4 2024381.6K$9M+9.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Conquis Financial LLC’s full portfolio or all institutional holders of DFAX.