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 2,407,903 shares of DFIV stock, worth $96.6 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
2,407,903
Previous 1,477,499 62.97%
Holding current value
$96.6 Million
Previous $52.4 Billion 80.79%
% of portfolio
3.64%
Previous 2.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$35.33 - $40.77 $32.9 Million - $37.9 Million
930,404 Added 62.97%
2,407,903 $94.8 Billion
Q4 2024

Jan 31, 2025
BUY
$34.86 - $37.97 $14.4 Million - $15.7 Million
413,279 Added 38.83%
1,477,499 $52.4 Billion
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $36.9 Million - $40.8 Million
1,064,220 New
1,064,220 $40.5 Billion

Others Institutions Holding DFIV

# of Institutions
686
Shares Held
224M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Kestra Investment Management, LLC Portfolio

Follow Kestra Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email