Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024

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 52,946 shares of DFIS stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
52,946
Previous 42,909 23.39%
Holding current value
$1.3 Million
Previous $1.06 Million 34.47%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$24.06 - $26.97 $241,490 - $270,697
10,037 Added 23.39%
52,946 $1.42 Million
Q2 2024

Aug 14, 2024
BUY
$24.08 - $25.86 $374,492 - $402,174
15,552 Added 56.85%
42,909 $1.06 Million
Q1 2024

May 15, 2024
BUY
$23.13 - $25.1 $320,188 - $347,459
13,843 Added 102.43%
27,357 $685,000
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $277,712 - $327,444
13,514 New
13,514 $326,000

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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