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

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

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 9,009 shares of DFSV stock, worth $253,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,009
Previous 9,268 2.79%
Holding current value
$253,242
Previous $285,000 2.81%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
415
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
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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