Kestra Investment Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kestra Investment Management, LLC holds 35,052 shares of DFAC stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,052
Previous 16,084
117.93%
Holding current value
$1.28 Million
Previous $556 Million
107.85%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio