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 14,372 shares of DFSV stock, worth $405,146. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,372
Previous 9,009 59.53%
Holding current value
$405,146
Previous $277,000 45.85%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$27.56 - $32.1 $147,804 - $172,152
5,363 Added 59.53%
14,372 $404,000
Q4 2024

Jan 28, 2025
SELL
$30.18 - $33.87 $7,816 - $8,772
-259 Reduced 2.79%
9,009 $277,000
Q3 2024

Nov 13, 2024
BUY
$28.25 - $31.7 $261,821 - $293,795
9,268 New
9,268 $285,000

Others Institutions Holding DFSV

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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