KAS
DFSU

Kestra Advisory Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Kestra Advisory Services’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$451K Hold
10,973
– – ﹤0.01% 2299
2025
Q4 		$477K Hold
10,973
– – ﹤0.01% 2187
2025
Q3 		$466K Hold
10,973
– – ﹤0.01% 2115
2025
Q2 		$431K Buy
10,973
+15
+0.1% +$547 ﹤0.01% 2076
2025
Q1 		$392K Hold
10,958
– – ﹤0.01% 1983
2024
Q4 		$415K Hold
10,958
– – ﹤0.01% 2004
2024
Q3 		$407K Hold
10,958
– – ﹤0.01% 1898
2024
Q2 		$382K Hold
10,958
– – ﹤0.01% 1961
2024
Q1 		$377K Buy
10,958
+421
+4% +$13.7K ﹤0.01% 1845
2023
Q4 		$328K Hold
10,537
– – ﹤0.01% 1787
2023
Q3 		$292K Buy
10,537
+575
+6% +$16.6K ﹤0.01% 1678
2023
Q2 		$286K Hold
9,962
– – ﹤0.01% 1653
2023
Q1 		$265K Buy
+9,962
New +$262K ﹤0.01% 1649

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return