Kestra Private Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 6,476 shares of DFAS stock, worth $434,863. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,476Holding current value
$434,863% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
867Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio