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 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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Krilogy Financial's DFSB Position: Q1 2026 in Review

Krilogy Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.41% in Q1 2026, buying an estimated $2.92K and bringing the position to 13,634 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #463.

Krilogy Financial first reported a position in DFSB in Q4 2022 and has held it in 5 quarters since. The position peaked at $1M in Q4 2022. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Krilogy Financial held 13,634 shares of Dimensional Global Sustainability Fixed Income ETF worth $709K as of Q1 2026.
Krilogy Financial bought 56 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $2.92K.
Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #463 holding.
Krilogy Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 5 quarters since.
Krilogy Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $1M in Q4 2022.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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