Kestra Private Wealth Services, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 88,297 shares of DFIV stock, worth $3.73 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

88,297

Previous 79,986 10.39%

Holding current value

$3.73 Million

Previous $2.84 Million 22.49%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$35.33 - $40.77 $293,627 - $338,839	8,311 Added 10.39%	88,297 $3.48 Million
Q4 2024 Jan 28, 2025	BUY	$34.86 - $37.97 $303,072 - $330,111	8,694 Added 12.19%	79,986 $2.84 Million
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $671,572 - $743,650	19,376 Added 37.32%	71,292 $2.71 Million
Q2 2024 Aug 12, 2024	BUY	$35.5 - $38.02 $123,398 - $132,157	3,476 Added 7.18%	51,916 $1.87 Million
Q1 2024 May 02, 2024	SELL	$33.15 - $36.75 $243,354 - $269,781	-7,341 Reduced 13.16%	48,440 $1.78 Million
Q4 2023 Feb 05, 2024	SELL	$30.86 - $34.46 $272,493 - $304,281	-8,830 Reduced 13.67%	55,781 $1.92 Million
Q3 2023 Nov 07, 2023	BUY	$32.1 - $34.42 $892,219 - $956,703	27,795 Added 75.5%	64,611 $2.11 Million
Q2 2023 Aug 08, 2023	BUY	$31.45 - $33.77 $240,592 - $258,340	7,650 Added 26.23%	36,816 $1.21 Million
Q1 2023 May 12, 2023	BUY	$30.43 - $33.38 $887,521 - $973,561	29,166 New	29,166 $940,000

Others Institutions Holding DFIV

# of Institutions

687

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Dimensional ETF Tr Transaction History