KAS
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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
Q2 		$501K Buy
9,607
+207
+2% +$10.8K ﹤0.01% 2346
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 $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

Kestra Advisory Services increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 9,607 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Kestra Advisory Services first reported a position in DFSB in Q1 2023 and has held it in 14 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Kestra Advisory Services held 9,607 shares of Dimensional Global Sustainability Fixed Income ETF worth $501K as of Q2 2026.
  • Kestra Advisory Services bought 207 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $10.8K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2346 holding.
  • Kestra Advisory Services first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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