SIM
DFAC icon

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
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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return