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 32,049 shares of DIHP stock, worth $806,993. This represents 0.01% of its overall portfolio holdings.
Number of Shares
32,049
Previous 26,538
20.77%
Holding current value
$806,993
Previous $698,000
27.08%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
207Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$565 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$558 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$214 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio