Kestra Investment Management, LLC Dimensional ETF Tr Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kestra Investment Management, LLC holds 526,681 shares of DFAI stock, worth $18.7 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
526,681
Previous 282,649
86.34%
Holding current value
$18.7 Million
Previous $8.25 Billion
99.29%
% of portfolio
0.63%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
679Shares Held
250MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$573 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$329 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$249 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$235 Million25.8% of portfolio
-
Coldstream Capital Management Inc5.79MShares$206 Million3.34% of portfolio