Krilogy Financial’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Krilogy Financial’s Portfolio DFGP Stock Details DFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.85M	Sell	73,714 -26,303	-26%	-$1.4M	0.11%	155
2026 Q2	$5.45M	Buy	100,017 +4,074	+4%	+$222K	0.16%	103
2026 Q1	$5.22M	Buy	95,943 +4,497	+5%	+$245K	0.17%	105
2025 Q4	$4.98M	Buy	91,446 +8,506	+10%	+$468K	0.17%	102
2025 Q3	$4.57M	Buy	82,940 +17,891	+28%	+$982K	0.17%	98
2025 Q2	$3.54M	Buy	65,049 +13,541	+26%	+$725K	0.2%	98
2025 Q1	$2.75M	Buy	51,508 +4,734	+10%	+$252K	0.18%	103
2024 Q4	$2.47M	Buy	46,774 +5,292	+13%	+$286K	0.16%	111
2024 Q3	$2.29M	Buy	41,482 +4,800	+13%	+$260K	0.16%	118
2024 Q2	$1.94M	Buy	36,682 +16,049	+78%	+$847K	0.14%	121
2024 Q1	$1.1M	Buy	+20,633	New	+$1.09M	0.08%	161

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return

Krilogy Financial's DFGP Position: Q3 2026 in Review

Krilogy Financial reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 26% in Q3 2026, selling an estimated $1.4M and leaving 73,714 shares worth $3.85M. The position accounts for 0.11% of the portfolio, ranked #155.

Krilogy Financial first reported a position in DFGP in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.45M in Q2 2026. 118 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Krilogy Financial held 73,714 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.85M as of Q3 2026.
Krilogy Financial sold 26,303 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $1.4M.
Dimensional Global Core Plus Fixed Income ETF made up 0.11% of Krilogy Financial's portfolio in Q3 2026, its #155 holding.
Krilogy Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
Krilogy Financial's Dimensional Global Core Plus Fixed Income ETF position peaked at $5.45M in Q2 2026.
118 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

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