KF
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Krilogy Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Krilogy Financial’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.47M Sell
131,726
-30
-0% -$1.21K 0.18% 96
2025
Q4 		$5.38M Sell
131,756
-786
-0.6% -$30.7K 0.18% 89
2025
Q3 		$5.15M Buy
132,542
+8,032
+6% +$300K 0.19% 85
2025
Q2 		$4.46M Buy
124,510
+108
+0.1% +$3.6K 0.26% 84
2025
Q1 		$4.1M Buy
124,402
+114
+0.1% +$3.96K 0.27% 80
2024
Q4 		$4.3M Sell
124,288
-57
-0% -$2.01K 0.29% 71
2024
Q3 		$4.26M Sell
124,345
-8,787
-7% -$290K 0.29% 77
2024
Q2 		$4.29M Buy
133,132
+18,351
+16% +$579K 0.32% 62
2024
Q1 		$3.67M Buy
114,781
+92
+0.1% +$2.78K 0.28% 85
2023
Q4 		$3.35M Buy
114,689
+157
+0.1% +$4.25K 0.29% 79
2023
Q3 		$3M Sell
114,532
-210
-0.2% -$5.73K 0.27% 80
2023
Q2 		$3.12M Buy
114,742
+115
+0.1% +$2.96K 0.28% 82
2023
Q1 		$2.92M Buy
114,627
+11,575
+11% +$293K 0.25% 86
2022
Q4 		$2.5M Buy
103,052
+17,634
+21% +$429K 0.24% 70
2022
Q3 		$1.9M Buy
85,418
+139
+0.2% +$3.41K 0.23% 72
2022
Q2 		$1.99M Buy
85,279
+2,133
+3% +$54K 0.23% 69
2022
Q1 		$2.29M Buy
83,146
+79
+0.1% +$2.16K 0.23% 60
2021
Q4 		$2.41M Sell
83,067
-555
-0.7% -$15.7K 0.24% 66
2021
Q3 		$2.22M Sell
83,622
-2,907
-3% -$79K 0.22% 67
2021
Q2 		$2.33M Buy
+86,529
New +$2.3M 0.23% 66

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Krilogy Financial's DFAC Position: Q1 2026 in Review

Krilogy Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.02% in Q1 2026, selling an estimated $1.21K and leaving 131,726 shares worth $5.47M. The position accounts for 0.18% of the portfolio, ranked #96.

Krilogy Financial first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Krilogy Financial held 131,726 shares of Dimensional US Core Equity 2 ETF worth $5.47M as of Q1 2026.
  • Krilogy Financial sold 30 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.21K.
  • Dimensional US Core Equity 2 ETF made up 0.18% of Krilogy Financial's portfolio in Q1 2026, its #96 holding.
  • Krilogy Financial first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.