Question 1

How many shares of DFIC does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC holds 711,963 shares of DFIC (DIMENSIONAL ETF TRUST).

Question 2

What is Kestra Advisory Services, LLC's DFIC position worth?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC's DFIC position is worth $25.3M.

Question 3

Is Kestra Advisory Services, LLC buying or selling DFIC?

Accepted Answer

In 2026-Q1, Kestra Advisory Services, LLC increased their DFIC position (+12.3% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy DFIC?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in DFIC in 2022-Q3. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	711,963	+12.3%	$25.3M	0.1%	$36.76	32
2025-Q4	Increased	634,271	+6.0%	$21.9M	0.1%	$34.63	30
2025-Q3	Increased	598,642	+17.5%	$19.6M	0.1%	$32.47	33
2025-Q2	Increased	509,585	+12.5%	$15.8M	0.1%	$30.64	32
2025-Q1	Decreased	452,972	-5.4%	$12.6M	0.1%	$27.34	0
2024-Q4	Increased	478,807	+29.9%	$12.4M	0.1%	$25.10	35
2024-Q3	Decreased	368,477	-7.4%	$10.4M	0.1%	$27.23	0
2024-Q2	Increased	397,881	+9.7%	$10.5M	0.1%	$25.25	30
2024-Q1	Increased	362,818	+2.8%	$9.7M	0.1%	$25.33	28
2023-Q4	Increased	353,019	+3.5%	$9M	0.1%	$24.15	29
2023-Q3	Increased	340,957	+28.9%	$8M	0.1%	$21.94	34
2023-Q2	Increased	264,423	+5.6%	$6.4M	0.1%	$22.37	29
2023-Q1	Increased	250,408	+13.9%	$6M	0.1%	$22.11	31
2022-Q4	Increased	219,791	+261.3%	$4.9M	0.0%	$20.58	43
2022-Q3	New	60,832	-	$1.2M	0.0%	$17.60	35

DFIC15 quarters

DFIC
15 quarters