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 Q2	$512K	Hold	10,973	–	–	﹤0.01%	2332
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

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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

QFA

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

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

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

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

AWP

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Kestra Advisory Services held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q2 2026 at 10,973 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Kestra Advisory Services first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

Kestra Advisory Services held 10,973 shares of Dimensional US Sustainability Core 1 ETF worth $512K as of Q2 2026.
Kestra Advisory Services left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional US Sustainability Core 1 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2332 holding.
Kestra Advisory Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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