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DFGXDFGX
8 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in DIMENSIONAL ETF TRUST

Kestra Advisory Services, LLC holds 40,808 shares of DFGX (DIMENSIONAL ETF TRUST), worth $2.2M as of 2026-Q2. The position was increased (+9.7% shares). DFGX represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$2.2M

Current Shares

40,808

Total Value Change

+$1.9M

Total Shares Change

+35,583

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
40,808
+9.7%
$2.2M0.0%$52.70
29
2026-Q1
Increased
37,200
+0.3%
$2M0.0%$51.57
26
2025-Q4
Increased
37,102
+54.8%
$2M0.0%$51.75
36
2025-Q3
Increased
23,970
+21.1%
$1.3M0.0%$51.62
30
2025-Q2
Increased
19,799
+45.8%
$1.1M0.0%$51.05
34
2025-Q1
Increased
13,584
+52.8%
$709,7640.0%$49.99
34
2024-Q4
Increased
8,888
+70.1%
$465,0200.0%$50.02
36
2024-Q3
New
5,225
-
$282,7020.0%$50.08
32

Other major holders of DFGX: Savant Capital, LLC, ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC

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