Kestra Investment Management, LLC Dimensional ETF Tr Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kestra Investment Management, LLC holds 526,681 shares of DFAI stock, worth $18.3 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
526,681
Previous 282,649
86.34%
Holding current value
$18.3 Million
Previous $8.25 Billion
99.29%
% of portfolio
0.63%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
649Shares Held
236MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$651 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$258 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$243 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$231 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$198 Million18.44% of portfolio