Krilogy Financial’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Krilogy Financial’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$667K	Sell	13,378 -61	-0.5%	-$3.1K	0.02%	560
2026 Q2	$700K	Sell	13,439 -195	-1%	-$10.1K	0.02%	514
2026 Q1	$709K	Buy	13,634 +56	+0.4%	+$2.92K	0.02%	463
2025 Q4	$707K	Buy	13,578 +8	+0.1%	+$422	0.02%	441
2025 Q3	$717K	Buy	+13,570	New	+$715K	0.03%	415
2023 Q2	–	Sell	-6,904	Closed	-$358K	–	251
2023 Q1	$358K	Sell	6,904 -13,094	-65%	-$672K	0.03%	312
2022 Q4	$1M	Buy	+19,998	New	+$1.02M	0.1%	162

Other funds holding DFSB

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Krilogy Financial's DFSB Position: Q3 2026 in Review

Krilogy Financial reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.45% in Q3 2026, selling an estimated $3.1K and leaving 13,378 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #560.

Krilogy Financial first reported a position in DFSB in Q4 2022 and has held it in 7 quarters since. The position peaked at $1M in Q4 2022. 23 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Krilogy Financial held 13,378 shares of Dimensional Global Sustainability Fixed Income ETF worth $667K as of Q3 2026.
Krilogy Financial sold 61 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $3.1K.
Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #560 holding.
Krilogy Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 7 quarters since.
Krilogy Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $1M in Q4 2022.
23 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

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