Kestra Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 1,842,407 shares of DFAC stock, worth $59.4 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
1,842,407
Previous 1,725,464
6.78%
Holding current value
$59.4 Million
Previous $50.4 Million
16.71%
% of portfolio
0.41%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio