Kestra Investment Management, LLC Dimensional ETF Tr Transaction History
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 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 2.97% of its overall portfolio holdings.
Number of Shares
2,407,903
Previous 2,407,903
-0.0%
Holding current value
$109 Million
Previous $94.8 Billion
-0.0%
% of portfolio
2.97%
Previous 2.97%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
744Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$955 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$900 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$505 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio