Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 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 4,730,371 shares of DFIC stock, worth $152 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
4,730,371
Previous 4,730,371
-0.0%
Holding current value
$152 Million
Previous $131 Billion
-0.0%
% of portfolio
4.12%
Previous 4.12%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio