SIM
DFAX icon

Stratos Investment Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Stratos Investment Management’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
32,083
+312
+1% +$11.5K 0.04% 169
2026
Q1 		$1.08M Sell
31,771
-7,392
-19% -$257K 0.04% 167
2025
Q4 		$1.28M Sell
39,163
-36
-0.1% -$1.15K 0.05% 151
2025
Q3 		$1.23M Sell
39,199
-21,544
-35% -$654K 0.05% 156
2025
Q2 		$1.78M Buy
+60,743
New +$1.67M 0.08% 150

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Stratos Investment Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.98% in Q2 2026, buying an estimated $11.5K and bringing the position to 32,083 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #169.

Stratos Investment Management first reported a position in DFAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q2 2025. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Stratos Investment Management held 32,083 shares of Dimensional World ex US Core Equity 2 ETF worth $1.18M as of Q2 2026.
  • Stratos Investment Management bought 312 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $11.5K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.04% of Stratos Investment Management's portfolio in Q2 2026, its #169 holding.
  • Stratos Investment Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and has held it in 5 quarters since.
  • Stratos Investment Management's Dimensional World ex US Core Equity 2 ETF position peaked at $1.78M in Q2 2025.
  • 714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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