Kestra Private Wealth Services, LLC Dimensional ETF Tr U S Small C Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
828Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.1 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$523 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$382 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$353 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$183 Million3.23% of portfolio