KF
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Krilogy Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Krilogy Financial’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Sell
39,033
-3,267
-8% -$264K 0.1% 174
2026
Q1 		$3.34M Sell
42,300
-700
-2% -$53.3K 0.11% 156
2025
Q4 		$3.3M Buy
43,000
+855
+2% +$62.2K 0.11% 149
2025
Q3 		$3.05M Buy
42,145
+8,671
+26% +$603K 0.11% 145
2025
Q2 		$2.25M Buy
33,474
+250
+0.8% +$15.6K 0.13% 127
2025
Q1 		$2.04M Buy
33,224
+1,204
+4% +$76.2K 0.13% 122
2024
Q4 		$2M Buy
32,020
+180
+0.6% +$11.5K 0.13% 125
2024
Q3 		$2.02M Buy
31,840
+3,359
+12% +$205K 0.14% 124
2024
Q2 		$1.7M Buy
28,481
+9,778
+52% +$573K 0.13% 125
2024
Q1 		$1.11M Buy
+18,703
New +$1.05M 0.08% 159

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Krilogy Financial's DFAW Position: Q2 2026 in Review

Krilogy Financial reduced its Dimensional World Equity ETF (DFAW) stake by 7.7% in Q2 2026, selling an estimated $264K and leaving 39,033 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #174.

Krilogy Financial first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.34M in Q1 2026. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Krilogy Financial held 39,033 shares of Dimensional World Equity ETF worth $3.23M as of Q2 2026.
  • Krilogy Financial sold 3,267 Dimensional World Equity ETF shares in Q2 2026, an estimated $264K.
  • Dimensional World Equity ETF made up 0.1% of Krilogy Financial's portfolio in Q2 2026, its #174 holding.
  • Krilogy Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • Krilogy Financial's Dimensional World Equity ETF position peaked at $3.34M in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.