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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

VBA

von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

RWM

Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Krilogy Financial's DFGP Position: Q2 2026 in Review

Krilogy Financial increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.2% in Q2 2026, buying an estimated $222K and bringing the position to 100,017 shares worth $5.45M. The position accounts for 0.16% of the portfolio, ranked #103.

Krilogy Financial first reported a position in DFGP in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Krilogy Financial held 100,017 shares of Dimensional Global Core Plus Fixed Income ETF worth $5.45M as of Q2 2026.
Krilogy Financial bought 4,074 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $222K.
Dimensional Global Core Plus Fixed Income ETF made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #103 holding.
Krilogy Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.