Keystone Financial Group, Inc. ETF holdings
Atlanta, GA
Reported $175.9M in 74 ETFs in its Form 13F for June 30, 2026.
ETF value
$175.9M
ETFs held
74
Change from prior quarter
-1.6%
With price moves
ETFs as a share of its 13F
92.3%
of $190.5M
Top 10 of 74 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAU | Dimensional US Core Equity Market ETF | $32.1M | 620,943 | +14,606 shares |
| VPLS | Vanguard Core-Plus Bond ETF | $22.7M | 292,988 | +20,092 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $12.1M | 380,415 | −11,162 shares |
| VIG | Vanguard Dividend Appreciation ETF | $11.7M | 49,414 | +953 shares |
| VSDM | Vanguard Short Tax-ex Bond | $10.9M | 142,196 | +30,073 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $9.9M | 269,575 | +32,923 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $9.8M | 105,057 | +2,316 shares |
| VCRM | Vanguard Core Tax-ex Bond | $8.3M | 109,104 | +49,443 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $6.8M | 152,808 | +1,465 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $6.7M | 139,823 | −21,164 shares |
64 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002053642. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Keystone Financial Group, Inc. own?
Keystone Financial Group, Inc. reported 74 ETF positions worth $175.9M in its Form 13F for June 30, 2026. The largest was DFAU, at $32.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.