Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $3.73 Trillion
- Q3 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 73,375 shares of DUHP stock, worth $2.76 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
73,375
Previous 39,438
86.05%
Holding current value
$2.76 Million
Previous $1.4 Billion
97.61%
% of portfolio
0.07%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio