Kestra Private Wealth Services, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,617 shares of DFUV stock, worth $241,137. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,617
Previous 24,474
77.05%
Holding current value
$241,137
Previous $1.02 Million
77.55%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio