Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 397,881 shares of DFIC stock, worth $11.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
397,881
Previous 362,818
9.66%
Holding current value
$11.2 Million
Previous $9.71 Million
7.78%
% of portfolio
0.06%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$671 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$658 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$162 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$133 Million16.75% of portfolio