Kestra Private Wealth Services, LLC Dimensional ETF Tr Us Marketwi Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,617 shares of DFUV stock, worth $216,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,617
Previous 24,474 77.05%
Holding current value
$216,872
Previous $1.02 Million 77.55%
% of portfolio
0.0%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$40.38 - $44.35 $761,445 - $836,307
-18,857 Reduced 77.05%
5,617 $229,000
Q3 2024

Nov 13, 2024
BUY
$38.51 - $41.69 $942,493 - $1.02 Million
24,474 New
24,474 $1.02 Million

Others Institutions Holding DFUV

# of Institutions
710
Shares Held
274M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email