Kestra Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.78M	Buy	99,808 +10,058	+11%	+$484K	0.02%	817
2025 Q4	$4.3M	Buy	89,750 +25,694	+40%	+$1.24M	0.02%	823
2025 Q3	$3.09M	Buy	64,056 +5,879	+10%	+$283K	0.01%	932
2025 Q2	$2.79M	Buy	58,177 +6,478	+13%	+$308K	0.01%	913
2025 Q1	$2.46M	Buy	51,699 +4,551	+10%	+$215K	0.01%	893
2024 Q4	$2.21M	Buy	47,148 +2,291	+5%	+$108K	0.01%	948
2024 Q3	$2.14M	Buy	44,857 +13,526	+43%	+$642K	0.01%	925
2024 Q2	$1.47M	Buy	31,331 +8,797	+39%	+$413K	0.01%	1121
2024 Q1	$1.06M	Buy	22,534 +4,088	+22%	+$192K	0.01%	1202
2023 Q4	$867K	Buy	18,446 +8,502	+85%	+$396K	0.01%	1203
2023 Q3	$461K	Buy	9,944 +3,176	+47%	+$148K	﹤0.01%	1415
2023 Q2	$314K	Buy	6,768 +903	+15%	+$42.1K	﹤0.01%	1583
2023 Q1	$274K	Buy	5,865 +44	+0.8%	+$2.04K	﹤0.01%	1628
2022 Q4	$268K	Buy	+5,821	New	+$267K	﹤0.01%	1818

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

PCI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Kestra Advisory Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q1 2026, buying an estimated $484K and bringing the position to 99,808 shares worth $4.78M. The position accounts for 0.02% of the portfolio, ranked #817.

Kestra Advisory Services first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Kestra Advisory Services held 99,808 shares of Dimensional Short-Duration Fixed Income ETF worth $4.78M as of Q1 2026.
Kestra Advisory Services bought 10,058 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $484K.
Dimensional Short-Duration Fixed Income ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #817 holding.
Kestra Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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