Kestra Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 562,586 shares of DFUS stock, worth $33.1 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
562,586
Previous 526,702
6.81%
Holding current value
$33.1 Million
Previous $27.3 Million
17.43%
% of portfolio
0.22%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio