KAS
DFGP icon

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
Q2 		$8.91M Buy
163,638
+20,441
+14% +$1.11M 0.03% 557
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Kestra Advisory Services's DFGP Position: Q2 2026 in Review

Kestra Advisory Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 14% in Q2 2026, buying an estimated $1.11M and bringing the position to 163,638 shares worth $8.91M. The position accounts for 0.03% of the portfolio, ranked #557.

Kestra Advisory Services first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Kestra Advisory Services held 163,638 shares of Dimensional Global Core Plus Fixed Income ETF worth $8.91M as of Q2 2026.
  • Kestra Advisory Services bought 20,441 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.11M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #557 holding.
  • Kestra Advisory Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.