Kestra Investment Management, LLC DIMENSIONAL ETF TRUST Transaction History

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025
Number of Shares
82,076
Previous 43,563 88.41%
Holding current value
$4.55 Billion
Previous $2.36 Billion 92.65%
% of portfolio
0.12%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
N/A
38,513 Added 88.41%
82,076 $4.55 Billion
Q2 2025

Aug 18, 2025
BUY
N/A
24,369 Added 126.96%
43,563 $2.36 Billion
Q1 2025

May 15, 2025
BUY
N/A
12,332 Added 179.71%
19,194 $1.02 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
6,862 New
6,862 $361 Million
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