Kestra Investment Management, LLC DIMENSIONAL ETF TRUST Transaction History

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Number of Shares
13,511
Previous 1,052 1184.32%
Holding current value
$722 Million
Previous $55.6 Million 1198.32%
% of portfolio
0.03%
Previous 0.0%

Shares

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

May 15, 2025
BUY
N/A
12,459 Added 1184.32%
13,511 $722 Million
Q4 2024

Jan 31, 2025
BUY
N/A
1,052 New
1,052 $55.6 Million
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