Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 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 52,946 shares of DFIS stock, worth $1.33 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
52,946
Previous 42,909
23.39%
Holding current value
$1.33 Million
Previous $1.06 Million
34.47%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
200Shares Held
81.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$558 Million0.61% of portfolio
-
Matson Money. Inc.12.4MShares$313 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$269 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$101 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.6 Million3.04% of portfolio