Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kestra Investment Management, LLC holds 2,644,018 shares of DFIC stock, worth $68.5 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
2,644,018
Previous 1,224,641
115.9%
Holding current value
$68.5 Million
Previous $32.2 Billion
131.09%
% of portfolio
3.2%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$699 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$667 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$409 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio