Kelly Financial Group LLC DIMENSIONAL ETF TRUST Transaction History

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025
Number of Shares
387,042
Previous 350,315 10.48%
Holding current value
$12 Billion
Previous $10.7 Billion 12.11%
% of portfolio
3.47%
Previous 3.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
36,727 Added 10.48%
387,042 $12 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
28,656 Added 8.91%
350,315 $10.7 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
321,659 New
321,659 $9.66 Billion
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