Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 411,625 shares of DFAT stock, worth $24.2 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
411,625
Previous 399,562
3.02%
Holding current value
$24.2 Million
Previous $20.6 Million
7.96%
% of portfolio
4.98%
Previous 5.29%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio