Kestra Investment Management, LLC Dimensional ETF Tr Transaction History
Kestra Investment Management, LLC
- $2.54 Trillion
- Q4 2024
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kestra Investment Management, LLC holds 1,477,499 shares of DFIV stock, worth $59.1 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
1,477,499
Previous 1,064,220
38.83%
Holding current value
$59.1 Million
Previous $40.5 Billion
29.35%
% of portfolio
2.06%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio