Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 685,597 shares of DFAX stock, worth $17.8 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
685,597
Previous 624,930
9.71%
Holding current value
$17.8 Million
Previous $16.9 Million
0.97%
% of portfolio
4.59%
Previous 4.56%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio