Kestra Advisory Services, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
248Shares Held
26.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$125 Million3.2% of portfolio
-
Foster Group, Inc.1.5MShares$71.4 Million2.55% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$40.9 Million1.71% of portfolio