Krilogy Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Krilogy Financial’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Hold	3,593	–	–	0.01%	825
2026 Q1	$275K	Hold	3,593	–	–	0.01%	771
2025 Q4	$271K	Hold	3,593	–	–	0.01%	766
2025 Q3	$265K	Buy	+3,593	New	+$250K	0.01%	730
2022 Q2	–	Sell	-4,593	Closed	-$225K	–	315
2022 Q1	$225K	Buy	+4,593	New	+$222K	0.02%	293

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Krilogy Financial's DFUS Position: Q2 2026 in Review

Krilogy Financial held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,593 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #825.

Krilogy Financial first reported a position in DFUS in Q1 2022 and has held it in 5 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Krilogy Financial held 3,593 shares of Dimensional US Equity ETF worth $294K as of Q2 2026.
Krilogy Financial left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #825 holding.
Krilogy Financial first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 5 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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