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Krilogy Financial’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Krilogy Financial’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
44,193
+5
+0% +$174 0.05% 251
2025
Q4 		$1.54M Buy
44,188
+20
+0% +$638 0.05% 253
2025
Q3 		$1.4M Sell
44,168
-964
-2% -$29.3K 0.05% 257
2025
Q2 		$1.33M Sell
45,132
-879
-2% -$24.2K 0.08% 165
2025
Q1 		$1.21M Buy
46,011
+7
+0% +$182 0.08% 158
2024
Q4 		$1.14M Buy
46,004
+26
+0.1% +$673 0.08% 157
2024
Q3 		$1.24M Sell
45,978
-4,258
-8% -$110K 0.09% 152
2024
Q2 		$1.28M Buy
50,236
+2,258
+5% +$57.7K 0.09% 146
2024
Q1 		$1.22M Buy
47,978
+6
+0% +$147 0.09% 154
2023
Q4 		$1.17M Sell
47,972
-643
-1% -$14.7K 0.1% 140
2023
Q3 		$1.09M Buy
48,615
+1,265
+3% +$29.6K 0.1% 141
2023
Q2 		$1.1M Sell
47,350
-709
-1% -$16.5K 0.1% 143
2023
Q1 		$1.11M Buy
48,059
+3,239
+7% +$74K 0.09% 173
2022
Q4 		$968K Buy
44,820
+23,362
+109% +$486K 0.09% 169
2022
Q3 		$405K Buy
21,458
+23
+0.1% +$488 0.05% 228
2022
Q2 		$460K Sell
21,435
-5,002
-19% -$116K 0.05% 216
2022
Q1 		$660K Buy
26,437
+1
+0% +$25 0.07% 172
2021
Q4 		$690K Buy
26,436
+19
+0.1% +$496 0.07% 164
2021
Q3 		$684K Buy
+26,417
New +$699K 0.07% 162

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Krilogy Financial's DFAX Position: Q1 2026 in Review

Krilogy Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.01% in Q1 2026, buying an estimated $174 and bringing the position to 44,193 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #251.

Krilogy Financial first reported a position in DFAX in Q3 2021 and has held it in 19 quarters since. 694 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Krilogy Financial held 44,193 shares of Dimensional World ex US Core Equity 2 ETF worth $1.61M as of Q1 2026.
  • Krilogy Financial bought 5 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $174.
  • Dimensional World ex US Core Equity 2 ETF made up 0.05% of Krilogy Financial's portfolio in Q1 2026, its #251 holding.
  • Krilogy Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 19 quarters since.
  • 694 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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