Kestra Private Wealth Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 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 29,976 shares of DIHP stock, worth $932,553. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,976
Previous 23,514
27.48%
Holding current value
$932,553
Previous $693,000
31.31%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio