Kestra Private Wealth Services’s Dimensional International Value ETF DFIV Stock Holding History

Kestra Private Wealth Services’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	$3.06M	Buy	56,579 +2,361	+4%	+$130K	0.03%	468
2026 Q1	$2.86M	Buy	54,218 +1,196	+2%	+$63.4K	0.04%	455
2025 Q4	$2.65M	Sell	53,022 -6,791	-11%	-$323K	0.03%	459
2025 Q3	$2.76M	Sell	59,813 -32,886	-35%	-$1.47M	0.04%	439
2025 Q2	$3.97M	Buy	92,699 +4,402	+5%	+$179K	0.06%	316
2025 Q1	$3.48M	Buy	88,297 +8,311	+10%	+$317K	0.06%	332
2024 Q4	$2.84M	Buy	79,986 +8,694	+12%	+$319K	0.05%	349
2024 Q3	$2.71M	Buy	71,292 +19,376	+37%	+$717K	0.05%	345
2024 Q2	$1.87M	Buy	51,916 +3,476	+7%	+$128K	0.04%	410
2024 Q1	$1.78M	Sell	48,440 -7,341	-13%	-$254K	0.04%	402
2023 Q4	$1.92M	Sell	55,781 -8,830	-14%	-$288K	0.05%	356
2023 Q3	$2.11M	Buy	64,611 +27,795	+75%	+$926K	0.07%	302
2023 Q2	$1.21M	Buy	36,816 +7,650	+26%	+$251K	0.04%	400
2023 Q1	$940K	Buy	+29,166	New	+$941K	0.04%	424

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Private Wealth Services's DFIV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Dimensional International Value ETF (DFIV) stake by 4.4% in Q2 2026, buying an estimated $130K and bringing the position to 56,579 shares worth $3.06M. The position accounts for 0.03% of the portfolio, ranked #468.

Kestra Private Wealth Services first reported a position in DFIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.97M in Q2 2025. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Kestra Private Wealth Services held 56,579 shares of Dimensional International Value ETF worth $3.06M as of Q2 2026.
Kestra Private Wealth Services bought 2,361 Dimensional International Value ETF shares in Q2 2026, an estimated $130K.
Dimensional International Value ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #468 holding.
Kestra Private Wealth Services first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's Dimensional International Value ETF position peaked at $3.97M in Q2 2025.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.