Kestra Private Wealth Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 79,420 shares of DFIS stock, worth $2.12 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
79,420
Previous 68,116
16.6%
Holding current value
$2.12 Million
Previous $1.71 Million
14.65%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$572 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$174 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$111 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.7 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.5 Million3.04% of portfolio