Kestra Advisory Services, LLC Dimensional ETF Tr Us Marketwi Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 246,642 shares of DFUV stock, worth $11.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
246,642
Previous 256,865
3.98%
Holding current value
$11.1 Million
Previous $10.9 Million
1.49%
% of portfolio
0.05%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio