Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 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 35,809 shares of DISV stock, worth $966,843. This represents 0.01% of its overall portfolio holdings.
Number of Shares
35,809
Previous 37,806
5.28%
Holding current value
$966,843
Previous $1.02 Million
2.26%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$168 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$85 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio