Ownership history in Krilogy Financial LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Krilogy Financial LLC reported a position in DIMENSIONAL ETF TRUST (DFIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 853,359 | +10,143 | +1.2% | 1.06% | $31.1M | $34.46 |
| 2025 Q3 | ADDED | 843,216 | +45,534 | +5.7% | 1.04% | $27.6M | $32.56 |
| 2025 Q2 | REDUCED | 797,682 | -10,445 | -1.3% | 1.42% | $24.8M | $30.75 |
| 2025 Q1 | ADDED | 808,127 | +49,921 | +6.6% | 1.45% | $22.4M | $27.09 |
| 2024 Q4 | ADDED | 758,206 | +80,500 | +11.9% | 1.31% | $19.6M | $25.14 |
| 2024 Q3 | ADDED | 677,706 | +4,691 | +0.7% | 1.31% | $19.1M | $27.15 |
| 2024 Q2 | ADDED | 673,015 | +82,737 | +14.0% | 1.31% | $17.7M | $25.25 |
| 2024 Q1 | ADDED | 590,278 | +8,728 | +1.5% | 1.21% | $15.8M | $25.33 |
| 2023 Q4 | ADDED | 581,550 | +21,095 | +3.8% | 1.27% | $14.8M | $24.15 |
| 2023 Q3 | ADDED | 560,455 | +52,031 | +10.2% | 1.20% | $13.1M | $21.94 |
As of 2025 Q4 — sorted by position size