Conrad Siegel Investment Advisors, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Conrad Siegel Investment Advisors, Inc. opened 5 positions, added to 27, reduced 15, sold out of 2 and left 1 unchanged. The largest increase in value was DFAC (+$136,050,341); the largest decrease was DFAC (-$119,776,857).
- DFAC: Country of operation —; Class US COR EQU 2 ETF; Shares 2026-03-31 0; Shares 2026-06-30 3,066,960.
- IDEV: Country of operation —; Class CORE MSCI INTL; Shares 2026-03-31 0; Shares 2026-06-30 367,270.
- CVIE: Country of operation —; Class CALVE INDEX ETF; Shares 2026-03-31 0; Shares 2026-06-30 3,361.
- SPLV: Country of operation —; Class S&P500 LOW VOL; Shares 2026-03-31 0; Shares 2026-06-30 2,713.
Two Form 13F-HR filings compared (SEC CIK 1905875): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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