KAS
DFSE

Kestra Advisory Services’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Kestra Advisory Services’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,862
Closed -$77.2K – 3416
2025
Q4 		$77.2K Buy
+1,862
New +$77K ﹤0.01% 3625

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Kestra Advisory Services sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026, closing a stake of 1,862 shares — an estimated $77.2K sold.

Kestra Advisory Services first reported a position in DFSE in Q4 2025 and held it in 1 quarter. The position peaked at $77.2K in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Kestra Advisory Services reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,862 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $77.2K.
  • Kestra Advisory Services first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $77.2K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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