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 $23.1 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
411,625
Previous 399,562
3.02%
Holding current value
$23.1 Million
Previous $20.6 Million
7.96%
% of portfolio
4.98%
Previous 5.29%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio