Kestra Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 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 1,814,452 shares of DFAC stock, worth $65.4 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,814,452
Previous 2,023,622
10.34%
Holding current value
$65.4 Million
Previous $65.2 Million
4.64%
% of portfolio
0.36%
Previous 0.37%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio