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Stratos Investment Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Stratos Investment Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Sell
60,762
-3,717
-6% -$130K 0.08% 138
2025
Q4 		$2.1M Buy
64,479
+2,513
+4% +$80.9K 0.08% 128
2025
Q3 		$1.95M Sell
61,966
-9,045
-13% -$272K 0.08% 136
2025
Q2 		$2.06M Buy
+71,011
New +$1.91M 0.09% 138

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Stratos Investment Management's DFAE Position: Q1 2026 in Review

Stratos Investment Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.8% in Q1 2026, selling an estimated $130K and leaving 60,762 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #138.

Stratos Investment Management first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Stratos Investment Management held 60,762 shares of Dimensional Emerging Core Equity Market ETF worth $2.06M as of Q1 2026.
  • Stratos Investment Management sold 3,717 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $130K.
  • Dimensional Emerging Core Equity Market ETF made up 0.08% of Stratos Investment Management's portfolio in Q1 2026, its #138 holding.
  • Stratos Investment Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Stratos Investment Management's Dimensional Emerging Core Equity Market ETF position peaked at $2.1M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.