Conrad Siegel Investment Advisors, Inc. DFAC Holdings History
Conrad Siegel Investment Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 3.06 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $109.50 Mil. This investment constitutes 24.56% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.32% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Conrad Siegel Investment Advisors, Inc. has made 12 purchases of DFAC, at an average price of $29.07, for a total of 3.30 Mil shares. In addition, there have been 3 sales at an average price of $25.86 for 240,784.00 shares. Based on historical transaction data and DFAC's current price of $36.98, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his DFAC holdings is $23.39 Mil, reflecting a 24.41% gain to date.
Conrad Siegel Investment Advisors, Inc. DFAC ($36.98) Holding Chart
Conrad Siegel Investment Advisors, Inc. DFAC ($36.98) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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