Krilogy Financial
DFIP icon

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
Q3 		$1.29M Buy
32,856
+3,834
+13% +$155K 0.04% 349
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

FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's DFIP Position: Q3 2026 in Review

Krilogy Financial increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 13% in Q3 2026, buying an estimated $155K and bringing the position to 32,856 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #349.

Krilogy Financial first reported a position in DFIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.07M in Q1 2026. 43 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Krilogy Financial held 32,856 shares of Dimensional Inflation-Protected Securities ETF worth $1.29M as of Q3 2026.
  • Krilogy Financial bought 3,834 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $155K.
  • Dimensional Inflation-Protected Securities ETF made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #349 holding.
  • Krilogy Financial first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 16 quarters since.
  • Krilogy Financial's Dimensional Inflation-Protected Securities ETF position peaked at $6.07M in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

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