KAS
DFSI

Kestra Advisory Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Kestra Advisory Services’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$827K Buy
19,505
+183
+0.9% +$8.11K ﹤0.01% 1863
2025
Q4 		$828K Buy
19,322
+7,094
+58% +$295K ﹤0.01% 1790
2025
Q3 		$501K Sell
12,228
-9,687
-44% -$388K ﹤0.01% 2070
2025
Q2 		$864K Sell
21,915
-4,831
-18% -$179K ﹤0.01% 1586
2025
Q1 		$933K Buy
26,746
+1,151
+4% +$39.9K ﹤0.01% 1428
2024
Q4 		$841K Buy
25,595
+1,388
+6% +$47.2K ﹤0.01% 1515
2024
Q3 		$865K Buy
24,207
+6,681
+38% +$229K ﹤0.01% 1413
2024
Q2 		$577K Buy
17,526
+8,364
+91% +$279K ﹤0.01% 1682
2024
Q1 		$308K Sell
9,162
-2,773
-23% -$89.6K ﹤0.01% 1978
2023
Q4 		$382K Buy
+11,935
New +$352K ﹤0.01% 1692

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

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

Kestra Advisory Services increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.95% in Q1 2026, buying an estimated $8.11K and bringing the position to 19,505 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Kestra Advisory Services first reported a position in DFSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $933K in Q1 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Kestra Advisory Services held 19,505 shares of Dimensional International Sustainability Core 1 ETF worth $827K as of Q1 2026.
  • Kestra Advisory Services bought 183 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $8.11K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1863 holding.
  • Kestra Advisory Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • Kestra Advisory Services's Dimensional International Sustainability Core 1 ETF position peaked at $933K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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