SIM
DFUS

Stratos Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Stratos Investment Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$672K Buy
9,483
+14
+0.1% +$1.04K 0.03% 223
2025
Q4 		$702K Buy
9,469
+12
+0.1% +$882 0.03% 205
2025
Q3 		$685K Sell
9,457
-10,157
-52% -$708K 0.03% 207
2025
Q2 		$1.31M Buy
19,614
+16,039
+449% +$993K 0.06% 169
2025
Q1 		$216K Hold
3,575
– – 0.01% 296
2024
Q4 		$228K Hold
3,575
– – 0.01% 248
2024
Q3 		$222K Hold
3,575
– – 0.02% 231
2024
Q2 		$210K Buy
3,575
+9
+0.3% +$512 0.02% 212
2024
Q1 		$203K Buy
+3,566
New +$193K 0.02% 200

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return