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 Q2	$778K	Buy	9,498 +15	+0.2%	+$1.19K	0.03%	221
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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Stratos Investment Management increased its Dimensional US Equity ETF (DFUS) stake by 0.16% in Q2 2026, buying an estimated $1.19K and bringing the position to 9,498 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #221.

Stratos Investment Management first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q2 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Stratos Investment Management held 9,498 shares of Dimensional US Equity ETF worth $778K as of Q2 2026.
Stratos Investment Management bought 15 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.19K.
Dimensional US Equity ETF made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #221 holding.
Stratos Investment Management first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Stratos Investment Management's Dimensional US Equity ETF position peaked at $1.31M in Q2 2025.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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