Position history for Kestra Advisory Services, LLC's holdings in DIMENSIONAL ETF TRUST
Kestra Advisory Services, LLC holds 409,487 shares of DFIV (DIMENSIONAL ETF TRUST), worth $20.4M as of 2025-Q4. The position was increased (++22.6% shares). DFIV represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$20.4M
Current Shares
409,487
Total Value Change
+$7.1M
Total Shares Change
+38,155
Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 409,487 |
+22.6% |
| $20.4M |
| 0.1% |
| $50.10 |
34 |
| 2025-Q3 | Increased | 333,880 | +7.0% | $15.4M | 0.1% | $45.75 | 30 |
| 2025-Q2 | Increased | 311,918 | +20.8% | $13.4M | 0.1% | $42.28 | 33 |
| 2025-Q1 | Decreased | 258,154 | -11.7% | $10.2M | 0.0% | $38.53 | 0 |
| 2024-Q4 | Decreased | 292,330 | -17.1% | $10.4M | 0.1% | $34.26 | 0 |
| 2024-Q3 | Decreased | 352,527 | -5.1% | $13.4M | 0.1% | $36.62 | 0 |
| 2024-Q2 | Increased | 371,332 | +14.1% | $13.3M | 0.1% | $34.22 | 32 |