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Stratos Investment Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Stratos Investment Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.99M Buy
77,284
+95
+0.1% +$4.75K 0.14% 104
2026
Q1 		$3.48M Buy
77,189
+4,228
+6% +$199K 0.14% 104
2025
Q4 		$3.41M Buy
72,961
+452
+0.6% +$20.9K 0.14% 101
2025
Q3 		$3.32M Sell
72,509
-42,570
-37% -$1.88M 0.14% 100
2025
Q2 		$4.87M Buy
115,079
+11,481
+11% +$450K 0.22% 88
2025
Q1 		$3.98M Buy
+103,598
New +$4.2M 0.21% 89

Other funds holding DFAU

Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Stratos Investment Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.12% in Q2 2026, buying an estimated $4.75K and bringing the position to 77,284 shares worth $3.99M. The position accounts for 0.14% of the portfolio, ranked #104.

Stratos Investment Management first reported a position in DFAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.87M in Q2 2025. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Stratos Investment Management held 77,284 shares of Dimensional US Core Equity Market ETF worth $3.99M as of Q2 2026.
  • Stratos Investment Management bought 95 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $4.75K.
  • Dimensional US Core Equity Market ETF made up 0.14% of Stratos Investment Management's portfolio in Q2 2026, its #104 holding.
  • Stratos Investment Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Stratos Investment Management's Dimensional US Core Equity Market ETF position peaked at $4.87M in Q2 2025.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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