Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 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 178,756 shares of DUHP stock, worth $6.25 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
178,756
Previous 658,878
72.87%
Holding current value
$6.25 Million
Previous $22.4 Million
73.09%
% of portfolio
0.04%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
367Shares Held
216MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio