Conrad Siegel Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Conrad Siegel Investment Advisors, Inc.
- $342 Million
- Q1 2024
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 425,165 shares of DFAT stock, worth $22.1 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
425,165
Previous 14,577
2816.68%
Holding current value
$22.1 Million
Previous $762,000
2936.88%
% of portfolio
6.77%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$710 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$656 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$471 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$401 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$250 Million3.04% of portfolio