A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 61,477 shares of DFAR stock, worth $1.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
61,477
Previous 36,935 66.45%
Holding current value
$1.46 Million
Previous $947,000 51.0%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$22.72 - $25.76 $557,594 - $632,201
24,542 Added 66.45%
61,477 $1.43 Million
Q3 2024

Nov 13, 2024

SELL
$21.91 - $26.03 $77,232 - $91,755
-3,525 Reduced 8.71%
36,935 $947,000
Q2 2024

Aug 14, 2024

BUY
$20.41 - $22.23 $27,104 - $29,521
1,328 Added 3.39%
40,460 $894,000
Q1 2024

May 15, 2024

SELL
$21.28 - $22.96 $59,860 - $64,586
-2,813 Reduced 6.71%
39,132 $875,000
Q4 2023

Feb 14, 2024

SELL
$18.45 - $23.08 $68,836 - $86,111
-3,731 Reduced 8.17%
41,945 $953,000
Q3 2023

Nov 09, 2023

BUY
$19.26 - $22.35 $227,094 - $263,528
11,791 Added 34.8%
45,676 $891,000
Q2 2023

Aug 11, 2023

BUY
$20.22 - $21.63 $186,165 - $199,147
9,207 Added 37.31%
33,885 $729,000
Q1 2023

May 12, 2023

BUY
$19.83 - $23.92 $70,079 - $84,533
3,534 Added 16.71%
24,678 $530,000
Q4 2022

Jan 31, 2023

BUY
$19.45 - $22.52 $411,250 - $476,162
21,144 New
21,144 $447,000

Others Institutions Holding DFAR

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.