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Kestra Private Wealth Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Kestra Private Wealth Services’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.73M Buy
80,548
+66,592
+477% +$4.89M 0.07% 290
2025
Q4 		$972K Buy
13,956
+7,480
+116% +$516K 0.01% 821
2025
Q3 		$443K Buy
+6,476
New +$432K 0.01% 1162
2022
Q4 		– Sell
-19,257
Closed -$896K – 920
2022
Q3 		$896K Buy
+19,257
New +$984K 0.05% 354

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Kestra Private Wealth Services's DFAS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Dimensional US Small Cap ETF (DFAS) stake by 477% in Q1 2026, buying an estimated $4.89M and bringing the position to 80,548 shares worth $5.73M. The position accounts for 0.07% of the portfolio, ranked #290.

Kestra Private Wealth Services first reported a position in DFAS in Q3 2022 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Kestra Private Wealth Services held 80,548 shares of Dimensional US Small Cap ETF worth $5.73M as of Q1 2026.
  • Kestra Private Wealth Services bought 66,592 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $4.89M.
  • Dimensional US Small Cap ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q1 2026, its #290 holding.
  • Kestra Private Wealth Services first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 4 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.