KF
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Krilogy Financial’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Krilogy Financial’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Sell
29,022
-115,212
-80% -$4.82M 0.04% 339
2026
Q1 		$6.07M Buy
144,234
+5,948
+4% +$249K 0.2% 88
2025
Q4 		$5.77M Buy
138,286
+8,968
+7% +$377K 0.2% 80
2025
Q3 		$5.43M Buy
129,318
+24,860
+24% +$1.05M 0.2% 75
2025
Q2 		$4.37M Buy
104,458
+1,682
+2% +$69.9K 0.25% 87
2025
Q1 		$4.33M Buy
102,776
+4,855
+5% +$200K 0.28% 74
2024
Q4 		$3.96M Buy
97,921
+5,775
+6% +$238K 0.26% 78
2024
Q3 		$3.9M Buy
92,146
+3,966
+4% +$165K 0.27% 84
2024
Q2 		$3.6M Buy
88,180
+18,191
+26% +$742K 0.27% 86
2024
Q1 		$2.89M Buy
69,989
+3,959
+6% +$162K 0.22% 100
2023
Q4 		$2.73M Buy
66,030
+6,778
+11% +$272K 0.23% 89
2023
Q3 		$2.36M Buy
59,252
+1,427
+2% +$58.2K 0.22% 96
2023
Q2 		$2.39M Buy
57,825
+5,463
+10% +$230K 0.21% 98
2023
Q1 		$2.24M Buy
52,362
+19,744
+61% +$826K 0.19% 102
2022
Q4 		$1.34M Buy
+32,618
New +$1.35M 0.13% 134

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Krilogy Financial's DFIP Position: Q2 2026 in Review

Krilogy Financial reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 80% in Q2 2026, selling an estimated $4.82M and leaving 29,022 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #339.

Krilogy Financial first reported a position in DFIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.07M in Q1 2026. 167 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Krilogy Financial held 29,022 shares of Dimensional Inflation-Protected Securities ETF worth $1.2M as of Q2 2026.
  • Krilogy Financial sold 115,212 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $4.82M.
  • Dimensional Inflation-Protected Securities ETF made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #339 holding.
  • Krilogy Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • Krilogy Financial's Dimensional Inflation-Protected Securities ETF position peaked at $6.07M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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