Kelly Financial Group LLC DIMENSIONAL ETF TRUST Transaction History

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025
Number of Shares
414,801
Previous 387,042 7.17%
Holding current value
$13.6 Billion
Previous $12 Billion 13.67%
% of portfolio
3.62%
Previous 3.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
27,759 Added 7.17%
414,801 $13.6 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
36,727 Added 10.48%
387,042 $12 Billion
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
Track This Portfolio

Track Kelly Financial Group LLC Portfolio

Follow Kelly Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email