KF
DFUV icon

Krilogy Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Krilogy Financial’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$866K Buy
15,748
+848
+6% +$44.5K 0.03% 445
2026
Q1 		$752K Sell
14,900
-259
-2% -$12.7K 0.02% 450
2025
Q4 		$739K Buy
15,159
+561
+4% +$25.4K 0.03% 428
2025
Q3 		$652K Buy
14,598
+3,545
+32% +$154K 0.02% 445
2025
Q2 		$467K Buy
11,053
+12
+0.1% +$482 0.03% 220
2025
Q1 		$455K Buy
11,041
+10
+0.1% +$420 0.03% 204
2024
Q4 		$451K Buy
11,031
+11
+0.1% +$467 0.03% 201
2024
Q3 		$459K Buy
11,020
+11
+0.1% +$445 0.03% 199
2024
Q2 		$432K Buy
+11,009
New +$436K 0.03% 212
2023
Q3 		– Sell
-10,133
Closed -$350K – 208
2023
Q2 		$350K Buy
10,133
+7
+0.1% +$234 0.03% 194
2023
Q1 		$339K Buy
10,126
+803
+9% +$27.5K 0.03% 318
2022
Q4 		$312K Buy
9,323
+476
+5% +$15.8K 0.03% 320
2022
Q3 		$262K Buy
8,847
+7
+0.1% +$228 0.03% 267
2022
Q2 		$279K Buy
+8,840
New +$294K 0.03% 261

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Krilogy Financial's DFUV Position: Q2 2026 in Review

Krilogy Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5.7% in Q2 2026, buying an estimated $44.5K and bringing the position to 15,748 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #445.

Krilogy Financial first reported a position in DFUV in Q2 2022 and has held it in 14 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Krilogy Financial held 15,748 shares of Dimensional US Marketwide Value ETF worth $866K as of Q2 2026.
  • Krilogy Financial bought 848 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $44.5K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #445 holding.
  • Krilogy Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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