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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Kestra Advisory Services's DFCF Position: Q1 2026 in Review

Kestra Advisory Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 14% in Q1 2026, buying an estimated $741K and bringing the position to 142,161 shares worth $6M. The position accounts for 0.02% of the portfolio, ranked #703.

Kestra Advisory Services first reported a position in DFCF in Q2 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Kestra Advisory Services held 142,161 shares of Dimensional Core Fixed Income ETF worth $6M as of Q1 2026.
Kestra Advisory Services bought 17,364 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $741K.
Dimensional Core Fixed Income ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #703 holding.
Kestra Advisory Services first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 16 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.