Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Conrad Siegel Investment Advisors, Inc.
- $344 Million
- Q2 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 387,434 shares of DFAT stock, worth $20.8 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
387,434
Previous 425,165
8.87%
Holding current value
$20.8 Million
Previous $23.1 Million
13.16%
% of portfolio
5.84%
Previous 6.77%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio