Kestra Advisory Services’s Dimensional US Equity ETF DFUS Stock Holding History

Kestra Advisory Services’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.8M	Buy	779,203 +30,671	+4%	+$2.43M	0.21%	94
2026 Q1	$53.1M	Buy	748,532 +135,458	+22%	+$10M	0.2%	97
2025 Q4	$45.5M	Buy	613,074 +15,865	+3%	+$1.17M	0.19%	99
2025 Q3	$43.3M	Sell	597,209 -4,315	-0.7%	-$301K	0.2%	94
2025 Q2	$40.3M	Buy	601,524 +47,970	+9%	+$2.97M	0.2%	94
2025 Q1	$33.5M	Sell	553,554 -48,112	-8%	-$3.07M	0.16%	97
2024 Q4	$38.4M	Sell	601,666 -56,910	-9%	-$3.65M	0.21%	90
2024 Q3	$41M	Sell	658,576 -34,514	-5%	-$2.07M	0.23%	82
2024 Q2	$40.8M	Buy	693,090 +130,504	+23%	+$7.42M	0.23%	81
2024 Q1	$32.1M	Buy	562,586 +35,884	+7%	+$1.94M	0.21%	88
2023 Q4	$27.3M	Buy	526,702 +9,924	+2%	+$480K	0.22%	89
2023 Q3	$24.1M	Buy	516,778 +199,018	+63%	+$9.63M	0.24%	88
2023 Q2	$15.3M	Buy	317,760 +16,613	+6%	+$756K	0.15%	142
2023 Q1	$13.4M	Sell	301,147 -380,487	-56%	-$16.5M	0.15%	157
2022 Q4	$28.4M	Buy	681,634 +134,248	+25%	+$5.61M	0.25%	87
2022 Q3	$21.3M	Sell	547,386 -159,294	-23%	-$6.85M	0.23%	98
2022 Q2	$28.8M	Buy	706,680 +405,097	+134%	+$18M	0.3%	62
2022 Q1	$14.8M	Buy	301,583 +24,585	+9%	+$1.19M	0.15%	147
2021 Q4	$14.3M	Sell	276,998 -159,196	-36%	-$8M	0.15%	162
2021 Q3	$20.6M	Buy	436,194 +125,105	+40%	+$6.05M	0.21%	113
2021 Q2	$14.7M	Buy	+311,089	New	+$14.5M	0.17%	138

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Kestra Advisory Services increased its Dimensional US Equity ETF (DFUS) stake by 4.1% in Q2 2026, buying an estimated $2.43M and bringing the position to 779,203 shares worth $63.8M. The position accounts for 0.21% of the portfolio, ranked #94.

Kestra Advisory Services first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Kestra Advisory Services held 779,203 shares of Dimensional US Equity ETF worth $63.8M as of Q2 2026.
Kestra Advisory Services bought 30,671 Dimensional US Equity ETF shares in Q2 2026, an estimated $2.43M.
Dimensional US Equity ETF made up 0.21% of Kestra Advisory Services's portfolio in Q2 2026, its #94 holding.
Kestra Advisory Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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