Kestra Investment Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
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 14,430 shares of DFAC stock, worth $520,345. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,430Holding current value
$520,345% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio