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Stratos Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Stratos Investment Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188M Buy
4,248,964
+66,954
+2% +$2.86M 6.81% 1
2026
Q1 		$163M Buy
4,182,010
+117,762
+3% +$4.74M 6.52% 1
2025
Q4 		$161M Buy
4,064,248
+103,827
+3% +$4.05M 6.45% 1
2025
Q3 		$153M Buy
3,960,421
+422,633
+12% +$15.8M 6.3% 1
2025
Q2 		$127M Buy
3,537,788
+222,115
+7% +$7.41M 5.81% 2
2025
Q1 		$109M Sell
3,315,673
-1,504,016
-31% -$52.2M 5.83% 2
2024
Q4 		$167M Buy
4,819,689
+1,688,782
+54% +$59.5M 10.02% 1
2024
Q3 		$107M Buy
3,130,907
+627,119
+25% +$20.7M 7.5% 1
2024
Q2 		$80.7M Buy
2,503,788
+1,027,322
+70% +$32.4M 6.69% 1
2024
Q1 		$47.2M Buy
+1,476,466
New +$44.6M 4.6% 2
2021
Q4 		– Sell
-17,553
Closed -$466K – 197
2021
Q3 		$466K Buy
+17,553
New +$477K 0.08% 147

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Stratos Investment Management's DFAC Position: Q2 2026 in Review

Stratos Investment Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.6% in Q2 2026, buying an estimated $2.86M and bringing the position to 4,248,964 shares worth $188M. The position accounts for 6.81% of the portfolio, ranked #1.

Stratos Investment Management first reported a position in DFAC in Q3 2021 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Stratos Investment Management held 4,248,964 shares of Dimensional US Core Equity 2 ETF worth $188M as of Q2 2026.
  • Stratos Investment Management bought 66,954 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $2.86M.
  • Dimensional US Core Equity 2 ETF made up 6.81% of Stratos Investment Management's portfolio in Q2 2026, its #1 holding.
  • Stratos Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2021 and has held it in 11 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.