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 2,407,903 shares of DFIV stock, worth $109 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
2,407,903
Previous 1,477,499 62.97%
Holding current value
$109 Million
Previous $52.4 Billion 80.79%
% of portfolio
3.64%
Previous 2.06%

Shares

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

May 15, 2025
BUY
$35.33 - $40.77 $32.9 Million - $37.9 Million
930,404 Added 62.97%
2,407,903 $94.8 Billion
Q4 2024

Jan 31, 2025
BUY
$34.86 - $37.97 $14.4 Million - $15.7 Million
413,279 Added 38.83%
1,477,499 $52.4 Billion
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $36.9 Million - $40.8 Million
1,064,220 New
1,064,220 $40.5 Billion

Others Institutions Holding DFIV

# of Institutions
737
Shares Held
267M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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