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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

PCI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Krilogy Financial's DFSD Position: Q1 2026 in Review

Krilogy Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.2% in Q1 2026, buying an estimated $67.4K and bringing the position to 16,634 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #433.

Krilogy Financial first reported a position in DFSD in Q3 2022 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

Krilogy Financial held 16,634 shares of Dimensional Short-Duration Fixed Income ETF worth $800K as of Q1 2026.
Krilogy Financial bought 1,400 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $67.4K.
Dimensional Short-Duration Fixed Income ETF made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #433 holding.
Krilogy Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 7 quarters since.
427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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