KF
DFSD

Krilogy Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Krilogy Financial’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.82M Buy
121,914
+105,280
+633% +$5.04M 0.17% 95
2026
Q1 		$800K Buy
16,634
+1,400
+9% +$67.4K 0.03% 433
2025
Q4 		$732K Hold
15,234
– – 0.02% 431
2025
Q3 		$734K Buy
15,234
+5,018
+49% +$241K 0.03% 409
2025
Q2 		$490K Hold
10,216
– – 0.03% 218
2025
Q1 		$485K Buy
+10,216
New +$482K 0.03% 203
2023
Q2 		– Sell
-7,386
Closed -$345K – 252
2023
Q1 		$345K Buy
+7,386
New +$343K 0.03% 316
2022
Q4 		– Sell
-11,257
Closed -$518K – 392
2022
Q3 		$518K Buy
+11,257
New +$527K 0.06% 200

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial's DFSD Position: Q2 2026 in Review

Krilogy Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 633% in Q2 2026, buying an estimated $5.04M and bringing the position to 121,914 shares worth $5.82M. The position accounts for 0.17% of the portfolio, ranked #95.

Krilogy Financial first reported a position in DFSD in Q3 2022 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Krilogy Financial held 121,914 shares of Dimensional Short-Duration Fixed Income ETF worth $5.82M as of Q2 2026.
  • Krilogy Financial bought 105,280 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.04M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.17% of Krilogy Financial's portfolio in Q2 2026, its #95 holding.
  • Krilogy Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 8 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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