Krilogy Financial
DFAX icon

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
Q3 		$1.83M Buy
49,589
+3,586
+8% +$134K 0.05% 276
2026
Q2 		$1.69M Buy
46,003
+1,810
+4% +$66.5K 0.05% 266
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

Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Financial Symmetry
Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Krilogy Financial's DFAX Position: Q3 2026 in Review

Krilogy Financial increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 7.8% in Q3 2026, buying an estimated $134K and bringing the position to 49,589 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #276.

Krilogy Financial first reported a position in DFAX in Q3 2021 and has held it in 21 quarters since. 270 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

  • Krilogy Financial held 49,589 shares of Dimensional World ex US Core Equity 2 ETF worth $1.83M as of Q3 2026.
  • Krilogy Financial bought 3,586 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $134K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.05% of Krilogy Financial's portfolio in Q3 2026, its #276 holding.
  • Krilogy Financial first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 21 quarters since.
  • 270 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

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