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 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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MPW

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

QFA

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Krilogy Financial's DFSB Position: Q2 2026 in Review

Krilogy Financial reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 13,439 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #514.

Krilogy Financial first reported a position in DFSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $1M in Q4 2022. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Krilogy Financial held 13,439 shares of Dimensional Global Sustainability Fixed Income ETF worth $700K as of Q2 2026.
Krilogy Financial sold 195 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $10.1K.
Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #514 holding.
Krilogy Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 6 quarters since.
Krilogy Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $1M in Q4 2022.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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