Kestra Investment Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Kestra Investment Management’s Portfolio DFGP Stock Details DFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-56,533	Closed	-$3.06M	–	458
2025 Q4	$3.06M	Buy	56,533 +17,785	+46%	+$979K	0.07%	96
2025 Q3	$2.15M	Buy	38,748 +1,442	+4%	+$79.1K	0.06%	120
2025 Q2	$2.02M	Buy	37,306 +23,795	+176%	+$1.27M	0.03%	185
2025 Q1	$722K	Buy	13,511 +12,459	+1,184%	+$662K	0.02%	208
2024 Q4	$55.6K	Buy	+1,052	New	+$56.9K	﹤0.01%	511

Other funds holding DFGP

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

VBA

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

RWM

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

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

Kestra Investment Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026, closing a stake of 56,533 shares — an estimated $3.06M sold.

Kestra Investment Management first reported a position in DFGP in Q4 2024 and held it in 5 quarters. The position peaked at $3.06M in Q4 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

Kestra Investment Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 56,533 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $3.06M.
Kestra Investment Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and held it in 5 quarters.
Kestra Investment Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $3.06M in Q4 2025.
174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

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