Kestra Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Kestra Investment Management’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	$14.9M	Sell	182,065 -70,476	-28%	-$5.57M	0.29%	53
2026 Q1	$17.9M	Buy	252,541 +122,331	+94%	+$9.06M	0.31%	50
2025 Q4	$9.66M	Buy	130,210 +24,987	+24%	+$1.84M	0.24%	58
2025 Q3	$7.62M	Buy	105,223 +31,768	+43%	+$2.21M	0.2%	57
2025 Q2	$4.92M	Buy	73,455 +28,043	+62%	+$1.74M	0.15%	62
2025 Q1	$2.75M	Buy	45,412 +31,658	+230%	+$2.02M	0.09%	78
2024 Q4	$877K	Buy	+13,754	New	+$882K	0.03%	157

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 Investment Management's DFUS Position: Q2 2026 in Review

Kestra Investment Management reduced its Dimensional US Equity ETF (DFUS) stake by 28% in Q2 2026, selling an estimated $5.57M and leaving 182,065 shares worth $14.9M. The position accounts for 0.29% of the portfolio, ranked #53.

Kestra Investment Management first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q1 2026. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Kestra Investment Management held 182,065 shares of Dimensional US Equity ETF worth $14.9M as of Q2 2026.
Kestra Investment Management sold 70,476 Dimensional US Equity ETF shares in Q2 2026, an estimated $5.57M.
Dimensional US Equity ETF made up 0.29% of Kestra Investment Management's portfolio in Q2 2026, its #53 holding.
Kestra Investment Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's Dimensional US Equity ETF position peaked at $17.9M in Q1 2026.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.