Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 727,846 shares of DFAX stock, worth $23.1 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
727,846
Previous 712,934
2.09%
Holding current value
$23.1 Million
Previous $18.8 Million
13.53%
% of portfolio
4.8%
Previous 4.84%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$357 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$255 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$242 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$222 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio