Kestra Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 47,148 shares of DFSD stock, worth $2.22 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,148
Previous 44,857
5.11%
Holding current value
$2.22 Million
Previous $2.14 Million
3.22%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
299Shares Held
60.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio