Kestra Private Wealth Services, LLC Dimensional ETF Tr Dimensional Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

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 80,383 shares of DFIS stock, worth $2.53 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
80,383
Previous 86,081 6.62%
Holding current value
$2.53 Million
Previous $2.22 Million 7.82%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$23.2 - $29.84 $132,193 - $170,028
-5,698 Reduced 6.62%
80,383 $2.4 Million
Q1 2025

May 05, 2025
SELL
$23.92 - $26.89 $257,163 - $289,094
-10,751 Reduced 11.1%
86,081 $2.22 Million
Q4 2024

Jan 28, 2025
BUY
$24.25 - $26.7 $82,134 - $90,432
3,387 Added 3.62%
96,832 $2.38 Million
Q3 2024

Nov 13, 2024
BUY
$24.06 - $26.97 $337,441 - $378,254
14,025 Added 17.66%
93,445 $2.51 Million
Q2 2024

Aug 12, 2024
BUY
$24.08 - $25.86 $272,200 - $292,321
11,304 Added 16.6%
79,420 $1.96 Million
Q1 2024

May 02, 2024
BUY
$23.13 - $25.1 $82,597 - $89,632
3,571 Added 5.53%
68,116 $1.71 Million
Q4 2023

Feb 05, 2024
BUY
$20.55 - $24.23 $632,508 - $745,775
30,779 Added 91.15%
64,545 $1.56 Million
Q3 2023

Nov 07, 2023
BUY
$21.81 - $23.89 $736,436 - $806,669
33,766 New
33,766 $740,000

Others Institutions Holding DFIS

# of Institutions
278
Shares Held
88.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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