Kelly Financial Group LLC DIMENSIONAL ETF TRUST Transaction History

Kelly Financial Group LLC

  • $320 Billion
  • Q1 2025
Number of Shares
350,315
Previous 321,659 8.91%
Holding current value
$10.7 Billion
Previous $9.66 Billion 10.87%
% of portfolio
3.35%
Previous 3.44%

Shares

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

Apr 16, 2025
BUY
N/A
28,656 Added 8.91%
350,315 $10.7 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
321,659 New
321,659 $9.66 Billion
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