Kestra Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 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 22,534 shares of DFSD stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,534
Previous 18,446
22.16%
Holding current value
$1.06 Million
Previous $867,000
22.15%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio