Kestra Advisory Services’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$486K	Buy	9,400 +538	+6%	+$28K	﹤0.01%	2249
2025 Q4	$459K	Buy	8,862 +2,169	+32%	+$114K	﹤0.01%	2222
2025 Q3	$357K	Sell	6,693 -2,749	-29%	-$145K	﹤0.01%	2305
2025 Q2	$495K	Buy	9,442 +2,944	+45%	+$152K	﹤0.01%	1970
2025 Q1	$335K	Sell	6,498 -2,997	-32%	-$153K	﹤0.01%	2090
2024 Q4	$484K	Buy	9,495 +3,008	+46%	+$157K	﹤0.01%	1891
2024 Q3	$345K	Sell	6,487 -2,655	-29%	-$139K	﹤0.01%	2011
2024 Q2	$467K	Buy	9,142 +25	+0.3%	+$1.28K	﹤0.01%	1825
2024 Q1	$472K	Buy	9,117 +3,229	+55%	+$166K	﹤0.01%	1704
2023 Q4	$306K	Buy	5,888 +4	+0.1%	+$201	﹤0.01%	1835
2023 Q3	$293K	Buy	5,884 +534	+10%	+$27.1K	﹤0.01%	1673
2023 Q2	$274K	Buy	5,350 +106	+2%	+$5.46K	﹤0.01%	1687
2023 Q1	$272K	Buy	+5,244	New	+$269K	﹤0.01%	1633

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Kestra Advisory Services increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 6.1% in Q1 2026, buying an estimated $28K and bringing the position to 9,400 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Kestra Advisory Services first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $495K in Q2 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Kestra Advisory Services held 9,400 shares of Dimensional Global Sustainability Fixed Income ETF worth $486K as of Q1 2026.
Kestra Advisory Services bought 538 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $28K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2249 holding.
Kestra Advisory Services first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
Kestra Advisory Services's Dimensional Global Sustainability Fixed Income ETF position peaked at $495K in Q2 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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