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Dimensional Etf Trust shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 30k 53.59

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
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View all positions for Kestra Private Wealth Services

Top funds holding Dimensional Etf Trust

Apella Capital
Planning Center
Ironwood Wealth Management
Market Street Wealth Management Advisors
Elser Financial Planning
Alpha Financial Advisors
Hill Investment Group Partners
United Wealth Management
Private Wealth Management Group
Savant Capital Management
Guardian Wealth Management
HighTower Advisors
Envestnet Asset Management
Verisail Partners
Liberty Wealth Management

View all funds holding Dimensional Etf Trust