KPWS
DFUS

Kestra Private Wealth Services’s Dimensional US Equity ETF DFUS Stock Holding History

Kestra Private Wealth Services’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
Q1 		$2.9M Buy
40,893
+3,117
+8% +$231K 0.04% 450
2025
Q4 		$2.8M Buy
37,776
+347
+0.9% +$25.5K 0.03% 442
2025
Q3 		$2.71M Buy
37,429
+96
+0.3% +$6.69K 0.04% 444
2025
Q2 		$2.5M Buy
37,333
+816
+2% +$50.5K 0.04% 439
2025
Q1 		$2.21M Buy
36,517
+752
+2% +$48.1K 0.04% 440
2024
Q4 		$2.28M Sell
35,765
-4,322
-11% -$277K 0.04% 408
2024
Q3 		$2.49M Buy
40,087
+3,505
+10% +$210K 0.05% 365
2024
Q2 		$2.15M Buy
36,582
+3,388
+10% +$193K 0.04% 377
2024
Q1 		$1.89M Buy
33,194
+91
+0.3% +$4.93K 0.04% 388
2023
Q4 		$1.72M Sell
33,103
-1,788
-5% -$86.5K 0.04% 383
2023
Q3 		$1.62M Buy
34,891
+118
+0.3% +$5.71K 0.05% 350
2023
Q2 		$1.67M Buy
34,773
+116
+0.3% +$5.28K 0.06% 334
2023
Q1 		$1.54M Buy
34,657
+107
+0.3% +$4.65K 0.06% 318
2022
Q4 		$1.44M Sell
34,550
-5,897
-15% -$247K 0.07% 296
2022
Q3 		$1.57M Buy
40,447
+157
+0.4% +$6.75K 0.09% 252
2022
Q2 		$1.64M Sell
40,290
-2,075
-5% -$91.9K 0.09% 254
2022
Q1 		$2.08M Sell
42,365
-1,471
-3% -$71.1K 0.1% 210
2021
Q4 		$2.27M Sell
43,836
-682
-2% -$34.3K 0.11% 199
2021
Q3 		$2.1M Buy
44,518
+2,769
+7% +$134K 0.12% 192
2021
Q2 		$1.97M Buy
+41,749
New +$1.95M 0.12% 193

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Kestra Private Wealth Services increased its Dimensional US Equity ETF (DFUS) stake by 8.3% in Q1 2026, buying an estimated $231K and bringing the position to 40,893 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #450.

Kestra Private Wealth Services first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Kestra Private Wealth Services held 40,893 shares of Dimensional US Equity ETF worth $2.9M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,117 Dimensional US Equity ETF shares in Q1 2026, an estimated $231K.
  • Dimensional US Equity ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #450 holding.
  • Kestra Private Wealth Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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