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 Q2	$939K	Buy	20,823 +1,318	+7%	+$59.2K	﹤0.01%	1883
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

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

Francis Financial $610M AUM 16.1% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Kestra Advisory Services increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 6.8% in Q2 2026, buying an estimated $59.2K and bringing the position to 20,823 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Kestra Advisory Services first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Kestra Advisory Services held 20,823 shares of Dimensional International Sustainability Core 1 ETF worth $939K as of Q2 2026.
Kestra Advisory Services bought 1,318 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $59.2K.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1883 holding.
Kestra Advisory Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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