Position history for Kestra Advisory Services, LLC's holdings in DIMENSIONAL ETF TRUST
Kestra Advisory Services, LLC holds 133,762 shares of DFAT (DIMENSIONAL ETF TRUST), worth $8.4M as of 2026-Q1. The position was increased (+29.3% shares). DFAT represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$8.4M
Current Shares
133,762
Total Value Change
-$2.2M
Total Shares Change
-70,153
Other major holders of DFAT: Cerity Partners LLC, Creative Planning, Focus Partners Wealth
Increased |
| 133,762 |
+29.3% |
| $8.4M |
| 0.0% |
| $64.60 |
35 |
| 2025-Q4 | Increased | 103,422 | +2.4% | $6.2M | 0.0% | $60.15 | 28 |
| 2025-Q3 | Decreased | 100,981 | -7.7% | $5.9M | 0.0% | $57.96 | 0 |
| 2025-Q2 | Decreased | 109,455 | -36.4% | $5.9M | 0.0% | $53.50 | 0 |
| 2025-Q1 | Decreased | 172,121 | -24.2% | $8.9M | 0.0% | $50.77 | 0 |
| 2024-Q4 | Increased | 226,953 | +21.4% | $12.6M | 0.1% | $54.59 | 33 |
| 2024-Q3 | Decreased | 187,027 | -8.3% | $10.4M | 0.1% | $54.38 | 0 |
| 2024-Q2 | Increased | 203,915 | +8.3% | $10.6M | 0.1% | $50.66 | 30 |