Kestra Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
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 188,374 shares of DUHP stock, worth $7.09 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
188,374
Previous 167,984
12.14%
Holding current value
$7.09 Million
Previous $5.97 Million
19.1%
% of portfolio
0.04%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio