Kestra Investment Management, LLC DIMENSIONAL ETF TRUST Transaction History

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Number of Shares
19,194
Previous 6,862 179.71%
Holding current value
$1.02 Billion
Previous $361 Million 182.76%
% of portfolio
0.04%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
12,332 Added 179.71%
19,194 $1.02 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
6,862 New
6,862 $361 Million
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