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Kestra Private Wealth Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Kestra Private Wealth Services’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
+36,488
New +$1.54M 0.02% 692

Other funds holding DFCF

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Private Wealth Services's DFCF Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 36,488 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #692 among its holdings.

232 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Kestra Private Wealth Services held 36,488 shares of Dimensional Core Fixed Income ETF worth $1.54M as of Q2 2026.
  • Dimensional Core Fixed Income ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #692 holding.
  • 232 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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