Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Conrad Siegel Investment Advisors, Inc.
- $446 Million
- Q2 2025
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 3,055,222 shares of DFAC stock, worth $119 Million. This represents 24.57% of its overall portfolio holdings.
Number of Shares
3,055,222
Previous 3,018,292
1.22%
Holding current value
$119 Million
Previous $99 Million
10.61%
% of portfolio
24.57%
Previous 25.46%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio