Kestra Investment Management, LLC Dimensional ETF Tr U S Small C Transaction History
Kestra Investment Management, LLC
- $3.73 Trillion
- Q3 2025
A detailed history of Kestra Investment Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Kestra Investment Management, LLC holds 49,815 shares of DFAS stock, worth $3.35 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
49,815
Previous 29,150
70.89%
Holding current value
$3.35 Million
Previous $1.86 Billion
83.63%
% of portfolio
0.09%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
880Shares Held
138MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio