Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $1.47 Trillion
- Q2 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 1,224,641 shares of DFIC stock, worth $33.7 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
1,224,641Holding current value
$33.7 Million% of portfolio
2.19%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio