Kestra Investment Management, LLC DIMENSIONAL ETF TRUST Transaction History

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025
Number of Shares
110,480
Previous 63,842 73.05%
Holding current value
$5.96 Billion
Previous $3.41 Billion 75.0%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Nov 17, 2025
BUY
N/A
46,638 Added 73.05%
110,480 $5.96 Billion
Q2 2025

Aug 18, 2025
BUY
N/A
63,842 New
63,842 $3.41 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
5,477 New
5,477 $287 Million
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