Kestra Advisory Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Kestra Advisory Services’s Portfolio DFGP Stock Details DFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.73M	Buy	143,197 +8,570	+6%	+$466K	0.03%	568
2025 Q4	$7.28M	Buy	134,627 +34,093	+34%	+$1.88M	0.03%	541
2025 Q3	$5.59M	Buy	100,534 +15,847	+19%	+$869K	0.03%	628
2025 Q2	$4.61M	Buy	84,687 +5,410	+7%	+$290K	0.02%	676
2025 Q1	$4.24M	Buy	79,277 +4,899	+7%	+$260K	0.02%	646
2024 Q4	$3.93M	Buy	74,378 +30,619	+70%	+$1.66M	0.02%	674
2024 Q3	$2.41M	Buy	43,759 +18,782	+75%	+$1.02M	0.01%	864
2024 Q2	$1.32M	Buy	24,977 +14,385	+136%	+$759K	0.01%	1167
2024 Q1	$565K	Buy	10,592 +5,439	+106%	+$288K	﹤0.01%	1587
2023 Q4	$274K	Buy	+5,153	New	+$268K	﹤0.01%	1907

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

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

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return