Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
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 4,730,371 shares of DFIC stock, worth $147 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
4,730,371
Previous 2,493,128
89.74%
Holding current value
$147 Million
Previous $64.4 Billion
8.37%
% of portfolio
2.68%
Previous 2.53%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$503 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$196 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio