account_balance
Investment manager · 13F filer · SEC CIK 1905875
Conrad Siegel Investment Advisors, Inc.
Reported value$618Mas of Sep 30, 2026
Positions74 5 new, 5 sold out
Top 10 weight79.9%DFAC alone is 21%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
21.2%Trimmed −4%
VOOVanguard Index FDS
18.6%Trimmed −3%
VEAVanguard Tax-Managed FDS
7.2%
LRGFiShares Tr
6.3%Trimmed −4%
VOVanguard Index FDS
6.2%
IDEViShares Tr
5.3%
DFATDimensional ETF Trust
4.8%
DFAXDimensional ETF Trust
4.3%
DFEMDimensional ETF Trust
3.4%Added +28%
IEFAiShares Tr
2.7%Trimmed −5%
VWOVanguard Intl Equity Index F
2.7%Added +7%
INTFiShares Tr
2.6%Added +9%
DFACDimensional ETF Trust
21.2%Trimmed −4%
VOOVanguard Index FDS
18.6%Trimmed −3%
VEAVanguard Tax-Managed FDS
7.2%
LRGFiShares Tr
6.3%
VOVanguard Index FDS
6.2%
IDEViShares Tr
5.3%
DFAT4.8%
DFAX4.3%
DFEM3.4%
IEFA
VWO2.7%
INTF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 21.2% Trimmed −4%
VOO Vanguard Index FDS 18.6% Trimmed −3%
VEA Vanguard Tax-Managed FDS 7.2% Held
LRGF iShares Tr 6.3% Trimmed −4%
VO Vanguard Index FDS 6.2% Held
IDEV iShares Tr 5.3% Held
DFAT Dimensional ETF Trust 4.8% Held
DFAX Dimensional ETF Trust 4.3% Held
DFEM Dimensional ETF Trust 3.4% Added +28%
IEFA iShares Tr 2.7% Trimmed −5%
VWO Vanguard Intl Equity Index F 2.7% Added +7%
INTF iShares Tr 2.6% Added +9%
What changed
Biggest moves since Jun 30, 2026
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