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Showing 8 of 14 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

Kestra Advisory Services, LLC holds 9,607 shares of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF), worth $500,634 as of 2026-Q2. The position was increased (+2.2% shares). DFSB represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$500,634

Current Shares

9,607

Total Value Change

+$155,726

Total Shares Change

+3,120

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,607
+2.2%
$500,6340.0%$51.41
25
2026-Q1
Increased
9,400
+6.1%
$486,3690.0%$50.52
26
2025-Q4
Increased
8,862
+32.4%
$459,0270.0%$50.57
31
2025-Q3
Decreased
6,693
-29.1%
$356,5610.0%$50.35
0
2025-Q2
Increased
9,442
+45.3%
$495,0600.0%$49.56
33
2025-Q1
Decreased
6,498
-31.6%
$334,6470.0%$48.68
0
2024-Q4
Increased
9,495
+46.4%
$483,6750.0%$48.07
33
2024-Q3
Decreased
6,487
-29.0%
$344,9080.0%$48.97
0

Other major holders of DFSB: MERCER GLOBAL ADVISORS INC /ADV, SEI INVESTMENTS CO

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