Kestra Private Wealth Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kestra Private Wealth Services’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	+26,366	New	+$1.26M	0.01%	785

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 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 DFSD Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 26,366 shares worth $1.26M. The stake represents 0.01% of the portfolio and ranks #785 among its holdings.

246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Kestra Private Wealth Services held 26,366 shares of Dimensional Short-Duration Fixed Income ETF worth $1.26M as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Kestra Private Wealth Services position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #785 holding.
246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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