Krilogy Financial
DFAW icon

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
Q3 		$3.21M Sell
38,176
-857
-2% -$72K 0.09% 182
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

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Krilogy Financial's DFAW Position: Q3 2026 in Review

Krilogy Financial reduced its Dimensional World Equity ETF (DFAW) stake by 2.2% in Q3 2026, selling an estimated $72K and leaving 38,176 shares worth $3.21M. The position accounts for 0.09% of the portfolio, ranked #182.

Krilogy Financial first reported a position in DFAW in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.34M in Q1 2026. 70 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • Krilogy Financial held 38,176 shares of Dimensional World Equity ETF worth $3.21M as of Q3 2026.
  • Krilogy Financial sold 857 Dimensional World Equity ETF shares in Q3 2026, an estimated $72K.
  • Dimensional World Equity ETF made up 0.09% of Krilogy Financial's portfolio in Q3 2026, its #182 holding.
  • Krilogy Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • Krilogy Financial's Dimensional World Equity ETF position peaked at $3.34M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.