Kestra Investment Management, LLC DIMENSIONAL ETF TRUST Transaction History

Kestra Investment Management, LLC

  • $3.19 Trillion
  • Q2 2025
Number of Shares
19,194
Previous 19,194 -0.0%
Holding current value
$1.02 Billion
Previous $1.02 Billion -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
N/A
24,369 Added 126.96%
43,563 $2.36 Billion
Q1 2025

May 15, 2025
BUY
N/A
12,332 Added 179.71%
19,194 $1.02 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
6,862 New
6,862 $361 Million
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