Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Conrad Siegel Investment Advisors, Inc.
- $389 Million
- Q1 2025
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 712,934 shares of DFAX stock, worth $18.8 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
712,934
Previous 685,597
3.99%
Holding current value
$18.8 Million
Previous $17 Million
10.47%
% of portfolio
4.84%
Previous 4.59%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
574Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio