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 15,808 shares of DFSV stock, worth $495,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,808
Previous 14,372 9.99%
Holding current value
$495,896
Previous $404,000 15.1%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 07, 2025
BUY
$24.21 - $29.47 $34,765 - $42,318
1,436 Added 9.99%
15,808 $465,000
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
482
Shares Held
132M
Call Options Held
0
Put Options Held
0
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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