Kestra Private Wealth Services, LLC Dimensional ETF Tr Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 59,813 shares of DFIV stock, worth $2.87 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
59,813
Previous 92,699 35.48%
Holding current value
$2.87 Million
Previous $3.97 Million 30.53%
% of portfolio
0.04%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$42.66 - $46.53 $1.4 Million - $1.53 Million
-32,886 Reduced 35.48%
59,813 $2.76 Million
Q2 2025

Aug 07, 2025
BUY
$34.67 - $43.21 $152,617 - $190,210
4,402 Added 4.99%
92,699 $3.97 Million
Q1 2025

May 05, 2025
BUY
$35.33 - $40.77 $293,627 - $338,839
8,311 Added 10.39%
88,297 $3.48 Million
Q4 2024

Jan 28, 2025
BUY
$34.86 - $37.97 $303,072 - $330,111
8,694 Added 12.19%
79,986 $2.84 Million
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $671,572 - $743,650
19,376 Added 37.32%
71,292 $2.71 Million
Q2 2024

Aug 12, 2024
BUY
$35.5 - $38.02 $123,398 - $132,157
3,476 Added 7.18%
51,916 $1.87 Million
Q1 2024

May 02, 2024
SELL
$33.15 - $36.75 $243,354 - $269,781
-7,341 Reduced 13.16%
48,440 $1.78 Million
Q4 2023

Feb 05, 2024
SELL
$30.86 - $34.46 $272,493 - $304,281
-8,830 Reduced 13.67%
55,781 $1.92 Million
Q3 2023

Nov 07, 2023
BUY
$32.1 - $34.42 $892,219 - $956,703
27,795 Added 75.5%
64,611 $2.11 Million
Q2 2023

Aug 08, 2023
BUY
$31.45 - $33.77 $240,592 - $258,340
7,650 Added 26.23%
36,816 $1.21 Million
Q1 2023

May 12, 2023
BUY
$30.43 - $33.38 $887,521 - $973,561
29,166 New
29,166 $940,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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