Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Conrad Siegel Investment Advisors, Inc.
- $371 Million
- Q4 2024
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 391,208 shares of DFAT stock, worth $21.4 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
391,208
Previous 388,101
0.8%
Holding current value
$21.4 Million
Previous $21.6 Million
0.85%
% of portfolio
5.87%
Previous 5.83%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio