Kestra Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 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 $142 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
4,730,371
Previous 2,493,128 89.74%
Holding current value
$142 Million
Previous $64.4 Billion 8.37%
% of portfolio
2.68%
Previous 2.53%

Shares

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

May 15, 2025
BUY
$25.54 - $28.79 $57.1 Million - $64.4 Million
2,237,243 Added 89.74%
4,730,371 $69.8 Billion
Q4 2024

Jan 31, 2025
SELL
$25.61 - $28.0 $3.86 Million - $4.22 Million
-150,890 Reduced 5.71%
2,493,128 $64.4 Billion
Q3 2024

Nov 14, 2024
BUY
$25.36 - $28.37 $36 Million - $40.3 Million
1,419,377 Added 115.9%
2,644,018 $74.4 Billion
Q2 2024

Aug 28, 2024
BUY
$25.73 - $27.44 $31.5 Million - $33.6 Million
1,224,641 New
1,224,641 $32.2 Billion

Others Institutions Holding DFIC

# of Institutions
469
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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