Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 3,055,222 shares of DFAC stock, worth $112 Million. This represents 24.57% of its overall portfolio holdings.
Number of Shares
3,055,222
Previous 3,018,292
1.22%
Holding current value
$112 Million
Previous $99 Million
10.61%
% of portfolio
24.57%
Previous 25.46%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,109Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.39 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$637 Million0.23% of portfolio