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 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 $987M AUM 17.8% 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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Krilogy Financial's DFAW Position: Q1 2026 in Review

Krilogy Financial reduced its Dimensional World Equity ETF (DFAW) stake by 1.6% in Q1 2026, selling an estimated $53.3K and leaving 42,300 shares worth $3.34M. The position accounts for 0.11% of the portfolio, ranked #156.

Krilogy Financial first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Krilogy Financial held 42,300 shares of Dimensional World Equity ETF worth $3.34M as of Q1 2026.
Krilogy Financial sold 700 Dimensional World Equity ETF shares in Q1 2026, an estimated $53.3K.
Dimensional World Equity ETF made up 0.11% of Krilogy Financial's portfolio in Q1 2026, its #156 holding.
Krilogy Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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