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

Kestra Private Wealth Services, LLC

$5.74 Billion
Q1 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 86,081 shares of DFIS stock, worth $2.57 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

86,081

Previous 96,832 11.1%

Holding current value

$2.57 Million

Previous $2.38 Million 6.48%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

253

Shares Held

94.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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