Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $2.54 Trillion
- Q4 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 2,493,128 shares of DFIC stock, worth $70.2 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
2,493,128
Previous 2,644,018
5.71%
Holding current value
$70.2 Million
Previous $74.4 Billion
13.4%
% of portfolio
2.53%
Previous 3.2%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio