Kestra Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 44,857 shares of DFSD stock, worth $2.11 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
44,857
Previous 31,331
43.17%
Holding current value
$2.11 Million
Previous $1.47 Million
45.45%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio