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 $229,679. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,617
Previous 24,474
77.05%
Holding current value
$229,679
Previous $1.02 Million
77.55%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio