KF
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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
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

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Krilogy Financial's DFGP Position: Q1 2026 in Review

Krilogy Financial increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.9% in Q1 2026, buying an estimated $245K and bringing the position to 95,943 shares worth $5.22M. The position accounts for 0.17% of the portfolio, ranked #105.

Krilogy Financial first reported a position in DFGP in Q1 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Krilogy Financial held 95,943 shares of Dimensional Global Core Plus Fixed Income ETF worth $5.22M as of Q1 2026.
  • Krilogy Financial bought 4,497 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $245K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.17% of Krilogy Financial's portfolio in Q1 2026, its #105 holding.
  • Krilogy Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

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