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Stratos Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Stratos Investment Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$945K Sell
17,169
-493
-3% -$25.9K 0.03% 194
2026
Q1 		$856K Sell
17,662
-3,787
-18% -$186K 0.03% 194
2025
Q4 		$999K Buy
21,449
+75
+0.4% +$3.4K 0.04% 171
2025
Q3 		$955K Sell
21,374
-6,348
-23% -$276K 0.04% 174
2025
Q2 		$1.17M Buy
+27,722
New +$1.11M 0.05% 176

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Stratos Investment Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.8% in Q2 2026, selling an estimated $25.9K and leaving 17,169 shares worth $945K. The position accounts for 0.03% of the portfolio, ranked #194.

Stratos Investment Management first reported a position in DFUV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2025. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Stratos Investment Management held 17,169 shares of Dimensional US Marketwide Value ETF worth $945K as of Q2 2026.
  • Stratos Investment Management sold 493 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $25.9K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #194 holding.
  • Stratos Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Stratos Investment Management's Dimensional US Marketwide Value ETF position peaked at $1.17M in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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