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Kestra Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Kestra Investment Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.61M Buy
92,851
+36,231
+64% +$1.46M 0.06% 88
2025
Q4 		$2.24M Buy
56,620
+814
+1% +$31.8K 0.05% 128
2025
Q3 		$2.15M Sell
55,806
-33,215
-37% -$1.24M 0.06% 121
2025
Q2 		$3.09M Buy
89,021
+53,969
+154% +$1.8M 0.05% 132
2025
Q1 		$1.16M Buy
35,052
+18,968
+118% +$658K 0.04% 152
2024
Q4 		$556K Buy
16,084
+1,654
+11% +$58.2K 0.02% 213
2024
Q3 		$495K Buy
+14,430
New +$477K 0.02% 212

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Kestra Investment Management's DFAC Position: Q1 2026 in Review

Kestra Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 64% in Q1 2026, buying an estimated $1.46M and bringing the position to 92,851 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #88.

Kestra Investment Management first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Kestra Investment Management held 92,851 shares of Dimensional US Core Equity 2 ETF worth $3.61M as of Q1 2026.
  • Kestra Investment Management bought 36,231 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.46M.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Kestra Investment Management's portfolio in Q1 2026, its #88 holding.
  • Kestra Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.