Kestra Advisory Services
DFCF icon

Kestra Advisory Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Kestra Advisory Services’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.62M Buy
189,984
+44,878
+31% +$1.86M 0.02% 699
2026
Q2 		$6.12M Buy
145,106
+2,945
+2% +$124K 0.02% 729
2026
Q1 		$6M Buy
142,161
+17,364
+14% +$741K 0.02% 703
2025
Q4 		$5.31M Buy
124,797
+30,680
+33% +$1.31M 0.02% 701
2025
Q3 		$4.02M Buy
94,117
+19,933
+27% +$845K 0.02% 793
2025
Q2 		$3.14M Buy
74,184
+7,616
+11% +$318K 0.02% 845
2025
Q1 		$2.8M Sell
66,568
-5,818
-8% -$242K 0.01% 833
2024
Q4 		$2.99M Buy
72,386
+10,253
+17% +$432K 0.02% 798
2024
Q3 		$2.68M Sell
62,133
-6,057
-9% -$258K 0.01% 814
2024
Q2 		$2.83M Buy
68,190
+19,014
+39% +$788K 0.02% 794
2024
Q1 		$2.06M Buy
49,176
+12,983
+36% +$545K 0.01% 865
2023
Q4 		$1.53M Buy
36,193
+4,150
+13% +$170K 0.01% 926
2023
Q3 		$1.29M Buy
32,043
+4,066
+15% +$168K 0.01% 874
2023
Q2 		$1.17M Buy
27,977
+2,146
+8% +$90.6K 0.01% 913
2023
Q1 		$1.1M Sell
25,831
-1,989
-7% -$84.1K 0.01% 897
2022
Q4 		$1.16M Buy
27,820
+13,704
+97% +$567K 0.01% 993
2022
Q3 		$578K Buy
14,116
+1,126
+9% +$48.9K 0.01% 1236
2022
Q2 		$567K Buy
+12,990
New +$576K 0.01% 1254

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Kestra Advisory Services's DFCF Position: Q3 2026 in Review

Kestra Advisory Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 31% in Q3 2026, buying an estimated $1.86M and bringing the position to 189,984 shares worth $7.62M. The position accounts for 0.02% of the portfolio, ranked #699.

Kestra Advisory Services first reported a position in DFCF in Q2 2022 and has held it in 18 quarters since. 310 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Kestra Advisory Services held 189,984 shares of Dimensional Core Fixed Income ETF worth $7.62M as of Q3 2026.
  • Kestra Advisory Services bought 44,878 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.86M.
  • Dimensional Core Fixed Income ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #699 holding.
  • Kestra Advisory Services first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
  • 310 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.