Kestra Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
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 64,056 shares of DFSD stock, worth $3.09 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
64,056
Previous 58,177
10.11%
Holding current value
$3.09 Million
Previous $2.79 Million
10.49%
% of portfolio
0.02%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.8MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio