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Kestra Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Kestra Investment Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212M Buy
4,025,407
+1,582,882
+65% +$83.9M 3.66% 6
2025
Q4 		$122M Sell
2,442,525
-528,148
-18% -$25.1M 2.98% 7
2025
Q3 		$137M Sell
2,970,673
-2,129,831
-42% -$95.3M 3.68% 7
2025
Q2 		$210M Buy
5,100,504
+2,692,601
+112% +$110M 3.24% 8
2025
Q1 		$94.8M Buy
2,407,903
+930,404
+63% +$35.5M 2.97% 10
2024
Q4 		$52.4M Buy
1,477,499
+413,279
+39% +$15.2M 2.06% 10
2024
Q3 		$40.5M Buy
+1,064,220
New +$39.4M 1.74% 12

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Investment Management's DFIV Position: Q1 2026 in Review

Kestra Investment Management increased its Dimensional International Value ETF (DFIV) stake by 65% in Q1 2026, buying an estimated $83.9M and bringing the position to 4,025,407 shares worth $212M. The position accounts for 3.66% of the portfolio, ranked #6.

Kestra Investment Management first reported a position in DFIV in Q3 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Kestra Investment Management held 4,025,407 shares of Dimensional International Value ETF worth $212M as of Q1 2026.
  • Kestra Investment Management bought 1,582,882 Dimensional International Value ETF shares in Q1 2026, an estimated $83.9M.
  • Dimensional International Value ETF made up 3.66% of Kestra Investment Management's portfolio in Q1 2026, its #6 holding.
  • Kestra Investment Management first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.