Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $2.54 Trillion
- Q4 2024
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 5,575 shares of DUHP stock, worth $197,800. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,575Holding current value
$197,800% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio