Conrad Siegel Investment Advisors, Inc. DFAT Holdings History
Conrad Siegel Investment Advisors, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 411,625.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $22.21 Mil. This investment constitutes 4.98% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.21% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Conrad Siegel Investment Advisors, Inc. has made 12 purchases of DFAT, at an average price of $51.42, for a total of 449,356.00 shares. In addition, there have been 1 sales at an average price of $52.46 for 37,731.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his DFAT holdings is $1.88 Mil, reflecting a 8.15% gain to date.
Conrad Siegel Investment Advisors, Inc. DFAT ($55.90) Holding Chart
Conrad Siegel Investment Advisors, Inc. DFAT ($55.90) 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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