Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 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 27,357 shares of DFIS stock, worth $690,764. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,357
Previous 13,514
102.43%
Holding current value
$690,764
Previous $326,000
110.12%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$295 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$157 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.8 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$55.1 Million0.63% of portfolio