Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 26,538 shares of DIHP stock, worth $727,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,538
Previous 18,086
46.73%
Holding current value
$727,141
Previous $487,000
43.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$480 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$476 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$162 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$159 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio