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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
Q2 		$139M Sell
2,576,518
-1,448,889
-36% -$79.6M 2.7% 7
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 Buy
2,970,673
+278,072
+10% +$12.4M 3.68% 7
2025
Q2 		$115M Buy
2,692,601
+284,698
+12% +$11.6M 3.49% 7
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 $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Kestra Investment Management reduced its Dimensional International Value ETF (DFIV) stake by 36% in Q2 2026, selling an estimated $79.6M and leaving 2,576,518 shares worth $139M. The position accounts for 2.7% of the portfolio, ranked #7.

Kestra Investment Management first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $212M in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Kestra Investment Management held 2,576,518 shares of Dimensional International Value ETF worth $139M as of Q2 2026.
  • Kestra Investment Management sold 1,448,889 Dimensional International Value ETF shares in Q2 2026, an estimated $79.6M.
  • Dimensional International Value ETF made up 2.7% of Kestra Investment Management's portfolio in Q2 2026, its #7 holding.
  • Kestra Investment Management first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Dimensional International Value ETF position peaked at $212M in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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