Kestra Investment Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Kestra Investment Management’s Portfolio DFGX Stock Details DFGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.1M	Buy	337,014 +78,548	+30%	+$4.16M	0.35%	52
2026 Q1	$13.6M	Buy	258,466 +96,190	+59%	+$5.09M	0.23%	55
2025 Q4	$8.54M	Buy	162,276 +51,796	+47%	+$2.79M	0.21%	61
2025 Q3	$5.96M	Buy	110,480 +46,638	+73%	+$2.5M	0.16%	64
2025 Q2	$3.41M	Buy	+63,842	New	+$3.37M	0.1%	78
2025 Q1	–	Sell	-5,477	Closed	-$287K	–	1016
2024 Q4	$287K	Buy	+5,477	New	+$293K	0.01%	306

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Kestra Investment Management's DFGX Position: Q2 2026 in Review

Kestra Investment Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 30% in Q2 2026, buying an estimated $4.16M and bringing the position to 337,014 shares worth $18.1M. The position accounts for 0.35% of the portfolio, ranked #52.

Kestra Investment Management first reported a position in DFGX in Q4 2024 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Kestra Investment Management held 337,014 shares of Dimensional International Core Fixed Income ETF worth $18.1M as of Q2 2026.
Kestra Investment Management bought 78,548 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $4.16M.
Dimensional International Core Fixed Income ETF made up 0.35% of Kestra Investment Management's portfolio in Q2 2026, its #52 holding.
Kestra Investment Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.