Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kestra Investment Management, LLC holds 18,528 shares of DUHP stock, worth $670,713. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,528
Previous 5,575
232.34%
Holding current value
$670,713
Previous $188 Million
225.96%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
423Shares Held
230MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio