Stratos Investment Management’s Dimensional World Equity ETF DFAW Stock Holding History

Stratos Investment Management’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8M	Sell	159,513 -6,060	-4%	-$461K	0.47%	53
2025 Q4	$12.2M	Buy	165,573 +9,725	+6%	+$708K	0.49%	53
2025 Q3	$11.2M	Sell	155,848 -32,946	-17%	-$2.29M	0.46%	53
2025 Q2	$12.7M	Buy	188,794 +63,757	+51%	+$3.99M	0.58%	40
2025 Q1	$7.66M	Buy	125,037 +50,855	+69%	+$3.22M	0.41%	55
2024 Q4	$4.63M	Sell	74,182 -16,625	-18%	-$1.06M	0.28%	68
2024 Q3	$5.76M	Buy	90,807 +6,073	+7%	+$371K	0.4%	64
2024 Q2	$5.05M	Buy	84,734 +5,216	+7%	+$306K	0.42%	64
2024 Q1	$4.7M	Buy	+79,518	New	+$4.47M	0.46%	62

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

Stratos Investment Management reduced its Dimensional World Equity ETF (DFAW) stake by 3.7% in Q1 2026, selling an estimated $461K and leaving 159,513 shares worth $11.8M. The position accounts for 0.47% of the portfolio, ranked #53.

Stratos Investment Management first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.7M in Q2 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Stratos Investment Management held 159,513 shares of Dimensional World Equity ETF worth $11.8M as of Q1 2026.
Stratos Investment Management sold 6,060 Dimensional World Equity ETF shares in Q1 2026, an estimated $461K.
Dimensional World Equity ETF made up 0.47% of Stratos Investment Management's portfolio in Q1 2026, its #53 holding.
Stratos Investment Management first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
Stratos Investment Management's Dimensional World Equity ETF position peaked at $12.7M in Q2 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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